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DFS

Discover Financial Services

Delisted

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

837 hedge funds and large institutions have $16.6B invested in Discover Financial Services in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 251 increasing their positions, 349 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% more ownership

Funds ownership: 85.23%85.4% (+0.17%)

7% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 100

2% less funds holding

Funds holding: 852837 (-15)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

21% less call options, than puts

Call options by funds: $83.3M | Put options by funds: $106M

26% less capital invested

Capital invested by funds: $22.3B → $16.6B (-$5.71B)

28% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 349

Holders
837
Holders Change
-15
Holders Change %
-1.76%
% of All Funds
18.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
93
Increased
251
Reduced
349
Closed
100
Calls
$83.3M
Puts
$106M
Net Calls
-$22.3M
Net Calls Change
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
876
Weatherstone Capital Management
Colorado
-$252K -3,300 Closed
LFAS
877
Level Four Advisory Services
Texas
-$250K -3,274 Closed
MHS
878
M Holdings Securities
Oregon
-$245K -3,205 Closed
FC
879
Financial Consulate
Maryland
-$240K -3,137 Closed
BCM
880
Bayesian Capital Management
New York
-$239K -3,126 Closed
SC
881
SouthState Corp
Florida
-$238K -3,114 Closed
CI
882
Chartist Inc
California
-$237K -3,097 Closed
SICM
883
Sustainable Insight Capital Management
New York
-$236K -3,086 Closed
CCA
884
Checchi Capital Advisers
California
-$235K -3,071 Closed
SCM
885
Shelton Capital Management
Colorado
-$232K -3,035 Closed
BMO
886
Beck Mack & Oliver
New York
-$229K -3,000 Closed
GP
887
Girard Partners
Pennsylvania
-$228K -2,994 Closed
BP
888
Ballentine Partners
Massachusetts
-$225K -2,938 Closed
BF
889
BOK Financial
Oklahoma
-$223K -2,916 Closed
RGC
890
Roberts, Glore & Co
Illinois
-$222K -2,910 Closed
FCH
891
Freestone Capital Holdings
Washington
-$220K -2,874 Closed
CPIG
892
Chicago Partners Investment Group
Illinois
-$193K -2,837 Closed
NDSI
893
Newman Dignan & Sheerar Inc
Rhode Island
-$217K -2,827 Closed
HAIM
894
Hunter Associates Investment Management
Pennsylvania
-$214K -2,800 Closed
IWM
895
IHT Wealth Management
Illinois
-$214K -2,800 Closed
PWMAG
896
Pinnacle Wealth Management Advisory Group
New Jersey
-$210K -2,752 Closed
BJL
897
Brighton Jones LLC
Washington
-$210K -2,746 Closed
SIM
898
SSI Investment Management
California
-$209K -2,745 Closed
BA
899
Boston Advisors
Massachusetts
-$208K -2,725 Closed
CAM
900
Cozad Asset Management
Illinois
-$207K -2,705 Closed

DFS Hedge Fund Activity: Q4 2018 in Review

837 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2018, worth a combined $16.6B — down 26% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of DFS and 93 opened new positions — a net loss of 7 holders — while 349 trimmed existing stakes and 251 added.

The largest buyer was Capital World Investors, adding an estimated $201M. The largest seller was Arrowstreet Capital, cutting an estimated $93.2M.

  • 837 institutional investors held Discover Financial Services (DFS) as of Q4 2018, down from 852 in Q3 2018.
  • Funds reported $16.6B of Discover Financial Services stock for Q4 2018, down 26% quarter-over-quarter.
  • 93 funds opened new Discover Financial Services positions in Q4 2018 and 100 closed out, a net change of -7 holders.
  • The largest Discover Financial Services buyer in Q4 2018 was Capital World Investors, an estimated $201M added.
  • The largest Discover Financial Services seller in Q4 2018 was Arrowstreet Capital, an estimated $93.2M sold.

Based on aggregated 13F filings for Q4 2018.