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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
PCM
876
Prelude Capital Management
New York
-$124K -1,747 Closed
CAM
877
Cresset Asset Management
Illinois
-$118K -1,659 Closed
AIC
878
Ameritas Investment Company
Nebraska
-$100K -1,410 Closed
MFW
879
Mosaic Family Wealth
Missouri
-$94K -1,318 Closed
OFW
880
Omnia Family Wealth
Florida
-$94K -1,314 Closed
LFA
881
Legacy Financial Advisors
Kentucky
-$89K -1,257 Closed
CHP
882
Cable Hill Partners
Oregon
-$83K -1,159 Closed
DBT
883
Dubuque Bank & Trust
Iowa
-$69K -970 Closed
OWA
884
One Wealth Advisors
California
-$61K -862 Closed
WCM
885
Wealthcare Capital Management
Virginia
-$58K -815 Closed
BEI
886
Benjamin Edwards Inc
Missouri
-$33K -464 Closed
IAS
887
IMA Advisory Services
Colorado
-$32K -449 Closed
IWP
888
Icon Wealth Partners
Texas
-$26K -360 Closed
LHC
889
Little House Capital
Massachusetts
-$25K -353 Closed
MNBTD
890
Moody National Bank Trust Division
Texas
-$21K -294 Closed
WPW
891
Winthrop Partners - WNY
New York
-$13.7K -187 Closed
BAM
892
Bruderman Asset Management
New York
-$12K -168 Closed
PO
893
Private Ocean
California
-$11K -150 Closed
NWM
894
Northwest Wealth Management
Iowa
-$8K -116 Closed
FC
895
Ferris Capital
Massachusetts
-$8K -115 Closed
FAM
896
Fred Alger Management
New York
-$7K -92 Closed
AIA
897
Alera Investment Advisors
Illinois
-$6K -88 Closed
WCM
898
WealthBridge Capital Management
Ohio
-$7K -83 Closed
IP
899
Intellectus Partners
California
-$5K -76 Closed
CWA
900
Clarus Wealth Advisors
Arizona
-$5K -75 Closed

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.