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DFS

Discover Financial Services

Delisted

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

851 hedge funds and large institutions have $21.1B invested in Discover Financial Services in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 350 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 57

44% more call options, than puts

Call options by funds: $133M | Put options by funds: $92.2M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

7% more capital invested

Capital invested by funds: $19.7B → $21.1B (+$1.44B)

2% more funds holding

Funds holding: 834851 (+17)

0.65% less ownership

Funds ownership: 85.23%84.57% (-0.65%)

25% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 350

Holders
851
Holders Change
+17
Holders Change %
+2.04%
% of All Funds
18.48%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
85
Increased
264
Reduced
350
Closed
57
Calls
$133M
Puts
$92.2M
Net Calls
+$40.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
826
Proffitt & Goodson
Tennessee
$4K
CAM
827
ClariVest Asset Management
California
$4K +$3.64K +47 New
EWA
828
Evolution Wealth Advisors
Florida
$4K +$3.87K +50 New
SCA
829
Stonebridge Capital Advisors
Minnesota
$4K +$3.87K +50 New
AIM
830
Anchor Investment Management
South Carolina
$3.88K
ECM
831
Estabrook Capital Management
New York
$3.88K
HS
832
Horan Securities
United States
$3K
TL
833
TrueWealth LLC
Georgia
$3K
CA
834
Crewe Advisors
Utah
$3K +$2.79K +36 New
CT
835
Chicago Trust
Illinois
$2.72K +$37.5K +484 +1%
TFGT
836
TS Financial Group (TSFG)
Illinois
$2K -$12.3K -159 -86%
GWMIA
837
Global Wealth Management Investment Advisory
Florida
$2K -$7.74K -100 -81%
FRA
838
Front Row Advisors
California
$2K -$1.32K -17 -37%
NR
839
Newfound Research
Massachusetts
$2K
GC
840
Globeflex Capital
California
$2K +$1.55K +20 New
CA
841
Centerpoint Advisors
Massachusetts
$2K +$2.48K +32 New
CFA
842
Camarda Financial Advisors
Florida
$1K
CIR
843
Clear Investment Research
Georgia
$1K
CWM
844
Cranbrook Wealth Management
Michigan
$1K
FANJ
845
Financial Architects (New Jersey)
New Jersey
$1K
TFA
846
Transamerica Financial Advisors
Florida
$1K +$232 +3 New
FPFS
847
First Personal Financial Services
North Carolina
$1K +$697 +9 New
AWM
848
Avior Wealth Management
Nebraska
$1K +$1.16K +15 New
AOWM
849
Alpha Omega Wealth Management
Virginia
$1K +$1.47K +19 New
UB
850
UMB Bank
Missouri
$466 +$542 +7 +0.1%

DFS Hedge Fund Activity: Q2 2019 in Review

851 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2019, worth a combined $21.1B — up 7.3% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new DFS positions and 57 closed out — a net gain of 28 holders — while 264 added to existing stakes and 350 trimmed.

The largest buyer was Nuveen, adding an estimated $185M. The largest seller was Boston Partners, cutting an estimated $275M.

  • 851 institutional investors held Discover Financial Services (DFS) as of Q2 2019, up from 834 in Q1 2019.
  • Funds reported $21.1B of Discover Financial Services stock for Q2 2019, up 7.3% quarter-over-quarter.
  • 85 funds opened new Discover Financial Services positions in Q2 2019 and 57 closed out, a net change of +28 holders.
  • The largest Discover Financial Services buyer in Q2 2019 was Nuveen, an estimated $185M added.
  • The largest Discover Financial Services seller in Q2 2019 was Boston Partners, an estimated $275M sold.

Based on aggregated 13F filings for Q2 2019.