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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
LWS
876
Lucia Wealth Services
California
-$817K -11,357 Closed
FLPIM
877
F.L. Putnam Investment Management
Massachusetts
-$787K -10,943 Closed
MF
878
Magnetar Financial
Illinois
-$717K -9,971 Closed
HI
879
HBK Investments
Texas
-$547K -7,600 Closed
STA
880
Summit Trail Advisors
New York
-$264K -7,218 Closed
WA
881
Wasatch Advisors
Utah
-$467K -6,489 Closed
PP
882
PDT Partners
New York
-$410K -5,700 Closed
Susquehanna International Group
883
Susquehanna International Group
Pennsylvania
-$376K -5,132 Closed
WIC
884
Woodmont Investment Counsel
Tennessee
-$290K -4,027 Closed
QC
885
QCM Cayman
Texas
-$279K -3,875 Closed
GCM
886
Gator Capital Management
Florida
-$268K -3,720 Closed
HCM
887
Howard Capital Management
Georgia
-$259K -3,661 Closed
BA
888
Boston Advisors
Massachusetts
-$239K -3,325 Closed
SIM
889
SSI Investment Management
California
-$227K -3,126 Closed
EIC
890
Equity Investment Corp
Georgia
-$213K -2,955 Closed
GG
891
Gofen & Glossberg
Illinois
-$208K -2,892 Closed
IWA
892
Intercontinental Wealth Advisors
Texas
-$203K -2,817 Closed
HAIM
893
Hunter Associates Investment Management
Pennsylvania
-$201K -2,800 Closed
LSAG
894
Lake Street Advisors Group
New Hampshire
-$201K -2,793 Closed
VCA
895
Verdence Capital Advisors
Maryland
-$200K -2,781 Closed
IWM
896
IHT Wealth Management
Illinois
-$130K -1,868 Closed
APP
897
Avantax Planning Partners
Iowa
-$126K -1,756 Closed
PWM
898
Perigon Wealth Management
California
-$101K -1,404 Closed
TAM
899
Tiverton Asset Management
Delaware
-$101K -1,404 Closed
CIP
900
Convergence Investment Partners
Florida
-$95K -1,316 Closed

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.