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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
MGIA
901
Moneta Group Investment Advisors
Missouri
-$89K -1,235 Closed
SP
902
SWS Partners
Ohio
-$65K -929 Closed
EWM
903
Endurance Wealth Management
Rhode Island
-$50K -700 Closed
HFP
904
Holistic Financial Partners
Indiana
-$50K -698 Closed
IIC
905
Integrated Investment Consultants
Michigan
-$47K -651 Closed
WTB
906
Washington Trust Bank
Washington
-$47K -645 Closed
RFM
907
Royal Fund Management
Florida
-$31K -444 Closed
FCAG
908
First Capital Advisors Group
New Jersey
-$27K -377 Closed
MCWS
909
McKinley Carter Wealth Services
West Virginia
-$24K -329 Closed
CCM
910
Cribstone Capital Management
Maine
-$20K -283 Closed
DSN
911
D. Scott Neal
Kentucky
-$11K -156 Closed
CCA
912
Clearwater Capital Advisors
Illinois
-$11K -150 Closed
FMP
913
Financial Management Professionals
Texas
-$8K -112 Closed
WC
914
Whitney & Co
New York
-$7K -100 Closed
AWA
915
Acorn Wealth Advisors
Michigan
-$5K -74 Closed
KF
916
Krilogy Financial
Missouri
-$2K -33 Closed
WDL
917
Well Done LLC
Michigan
-$2K -21 Closed
FPFS
918
First Personal Financial Services
North Carolina
-$1K -13 Closed
FMTCOCP
919
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$44 -1 Closed
RCG
920
Ruggie Capital Group
Florida
+$220 +3 New
KJWM
921
Kiley Juergens Wealth Management
Washington
+$4.99K +68 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.