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DFS

Discover Financial Services

Delisted

DFS was delisted on the 18th of May, 2025.

857 hedge funds and large institutions have $20.8B invested in Discover Financial Services in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 287 increasing their positions, 319 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 64

1% more funds holding

Funds holding: 851857 (+6)

1.86% less ownership

Funds ownership: 87.25%85.39% (-1.9%)

6% less capital invested

Capital invested by funds: $22.2B → $20.8B (-$1.33B)

10% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 319

11% less call options, than puts

Call options by funds: $111M | Put options by funds: $124M

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
857
Holders Change
+6
Holders Change %
+0.71%
% of All Funds
19.62%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
76
Increased
287
Reduced
319
Closed
64
Calls
$111M
Puts
$124M
Net Calls
-$13.4M
Net Calls Change
+$9.64M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
826
Capital Analysts LLC
Pennsylvania
$4K
HCM
827
Highlander Capital Management
New Jersey
$4K
IF
828
Ironwood Financial
Arizona
$4K
MWM
829
Mascoma Wealth Management
New Hampshire
$4K
TIM
830
Tortoise Investment Management
New York
$4K
CFC
831
Coyle Financial Counsel
Illinois
$4K +$4.62K +63 New
AIM
832
Anchor Investment Management
South Carolina
$3.52K
ECM
833
Estabrook Capital Management
New York
$3.52K
CFN
834
Cordasco Financial Network
Florida
$3K
HS
835
Horan Securities
United States
$3K
SA
836
SRH Advisors
Kansas
$3K +$3.3K +45 New
PW
837
Price Wealth
Texas
$3K +$3.45K +47 New
WIM
838
Westside Investment Management
California
$2.7K
CFG
839
Citizens Financial Group
Rhode Island
$2K
NR
840
Newfound Research
Massachusetts
$2K
Parallax Volatility Advisers
841
Parallax Volatility Advisers
California
$2K
WAM
842
Watermark Asset Management
California
$2K
IAS
843
IMA Advisory Services
Colorado
$2K +$2.13K +29 New
MSA
844
Marino Stram & Associates
Massachusetts
$2K +$2.13K +29 +1,450%
TFA
845
Transamerica Financial Advisors
Florida
$1K -$51K -695 -99%
FGAM
846
Financial Gravity Asset Management
Texas
$1K -$33.9K -462 -97%
CWM
847
Cranbrook Wealth Management
Michigan
$1K
MWM
848
MinichMacGregor Wealth Management
New York
$1K
TC
849
Trilogy Capital
California
$1K
KTC
850
Kistler-Tiffany Companies
Pennsylvania
$1K +$1.25K +17 New

DFS Hedge Fund Activity: Q2 2018 in Review

857 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2018, worth a combined $20.8B — down 6% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DFS positions and 64 closed out — a net gain of 12 holders — while 287 added to existing stakes and 319 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $88.6M. The largest seller was Fidelity Investments, cutting an estimated $229M.

  • 857 institutional investors held Discover Financial Services (DFS) as of Q2 2018, up from 851 in Q1 2018.
  • Funds reported $20.8B of Discover Financial Services stock for Q2 2018, down 6% quarter-over-quarter.
  • 76 funds opened new Discover Financial Services positions in Q2 2018 and 64 closed out, a net change of +12 holders.
  • The largest Discover Financial Services buyer in Q2 2018 was Arrowstreet Capital, an estimated $88.6M added.
  • The largest Discover Financial Services seller in Q2 2018 was Fidelity Investments, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2018.