Walleye Capital
HLI icon

Walleye Capital’s Houlihan Lokey HLI Stock Holding History

Walleye Capital’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.5M Sell
106,578
-18,760
-15% -$2.5M 0.01% 1028
2026
Q2 		$16.8M Buy
125,338
+122,550
+4,396% +$18.1M 0.06% 289
2026
Q1 		$400K Sell
2,788
-112,360
-98% -$18.5M ﹤0.01% 2833
2025
Q4 		$20.1M Buy
115,148
+110,924
+2,626% +$20.4M 0.06% 297
2025
Q3 		$867K Buy
+4,224
New +$828K ﹤0.01% 2202
2024
Q3 		– Sell
-470
Closed -$63.4K – 5518
2024
Q2 		$63.4K Buy
+470
New +$61.5K ﹤0.01% 4868
2023
Q2 		– Sell
-6,461
Closed -$565K – 4537
2023
Q1 		$565K Sell
6,461
-5,847
-48% -$550K 0.01% 1606
2022
Q4 		$1.07M Sell
12,308
-1,915
-13% -$172K 0.02% 961
2022
Q3 		$1.07M Buy
+14,223
New +$1.15M 0.02% 922
2022
Q2 		– Sell
-3,153
Closed -$277K – 2515
2022
Q1 		$277K Buy
+3,153
New +$325K 0.01% 1346

Other funds holding HLI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Walleye Capital's HLI Position: Q3 2026 in Review

Walleye Capital reduced its Houlihan Lokey (HLI) stake by 15% in Q3 2026, selling an estimated $2.5M and leaving 106,578 shares worth $13.5M. The position accounts for 0.01% of the portfolio, ranked #1028.

Walleye Capital first reported a position in HLI in Q1 2022 and has held it in 10 quarters since. The position peaked at $20.1M in Q4 2025. 417 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • Walleye Capital held 106,578 shares of Houlihan Lokey worth $13.5M as of Q3 2026.
  • Walleye Capital sold 18,760 Houlihan Lokey shares in Q3 2026, an estimated $2.5M.
  • Houlihan Lokey made up 0.01% of Walleye Capital's portfolio in Q3 2026, its #1028 holding.
  • Walleye Capital first reported a position in Houlihan Lokey in Q1 2022 and has held it in 10 quarters since.
  • Walleye Capital's Houlihan Lokey position peaked at $20.1M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Walleye Capital's 13F filing for Q3 2026, filed 13 Nov 2026.