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
2024
Q3 		– Sell
-2,900
Closed -$391K – 5519
2024
Q2 		$391K Buy
+2,900
New +$380K ﹤0.01% 3718

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Walleye Capital's HLI Position: Q1 2026 in Review

Walleye Capital reduced its Houlihan Lokey (HLI) stake by 98% in Q1 2026, selling an estimated $18.5M and leaving 2,788 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #2833.

Walleye Capital first reported a position in HLI in Q1 2022 and has held it in 8 quarters since. The position peaked at $20.1M in Q4 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Walleye Capital held 2,788 shares of Houlihan Lokey worth $400K as of Q1 2026.
  • Walleye Capital sold 112,360 Houlihan Lokey shares in Q1 2026, an estimated $18.5M.
  • Houlihan Lokey made up ﹤0.01% of Walleye Capital's portfolio in Q1 2026, its #2833 holding.
  • Walleye Capital first reported a position in Houlihan Lokey in Q1 2022 and has held it in 8 quarters since.
  • Walleye Capital's Houlihan Lokey position peaked at $20.1M in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.