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Portfolio (Quarterly) Guide ↗

Walleye Trading LLC

· CIK 0001388391
13F Portfolio $60.0B AUM 4,047 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 606 New 1250 Added 2118 Reduced 807 Exited
Page 2 of 203  ·  4,047 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INTC CALL INTEL CORP Technology 9,000,000.0 $397.2M 0.66% -631K -6.5% $44.13 +203.6%
22 AVGO PUT BROADCOM INC Technology 1,274,400.0 $394.4M 0.66% -189K -12.9% $309.51 +32.9%
23 WYNN CALL WYNN RESORTS LTD Consumer Cyclical 3,817,500.0 $387.7M 0.65% +2.6M +223.3% $101.55 +3.9%
24 EA CALL ELECTRONIC ARTS INC Communication Services 1,849,400.0 $377.0M 0.63% +398K +27.4% $203.87 -0.8%
25 INTC PUT INTEL CORP Technology 7,810,600.0 $344.7M 0.57% +673K +9.4% $44.13 +203.6%
26 GOOGL ALPHABET INC Communication Services 1,186,202.0 $341.1M 0.57% +857K +260.3% $287.56 +28.0%
27 META PUT META PLATFORMS INC Communication Services 564,100.0 $322.7M 0.54% -324K -36.5% $572.13 +0.9%
28 ARM PUT ARM HOLDINGS PLC Technology 2,126,700.0 $321.7M 0.54% -542K -20.3% $151.28 +190.5%
29 GOOG CALL ALPHABET INC Communication Services 1,095,900.0 $314.4M 0.52% +350K +46.9% $286.86 +28.1%
30 AMZN CALL AMAZON COM INC Consumer Cyclical 1,462,700.0 $304.6M 0.51% -48K -3.1% $208.27 +17.3%
31 GS CALL GOLDMAN SACHS GROUP INC Financial Services 354,700.0 $300.1M 0.50% +83K +30.6% $845.99 +29.6%
32 COIN CALL COINBASE GLOBAL INC Financial Services 1,709,200.0 $298.4M 0.50% +271K +18.8% $174.61 -6.5%
33 TSM PUT TAIWAN SEMICONDUCTOR MANUFAC Technology 879,500.0 $297.2M 0.49% +7K +0.8% $337.95 +36.7%
34 AMZN PUT AMAZON COM INC Consumer Cyclical 1,395,300.0 $290.6M 0.48% -709K -33.7% $208.27 +17.3%
35 XLE CALL SELECT SECTOR SPDR TR 4,665,200.0 $285.8M 0.48% +213K +4.8% $61.26 -12.2%
36 MSFT PUT MICROSOFT CORP Technology 744,200.0 $275.5M 0.46% +308K +70.7% $370.17 +2.5%
37 VRT CALL VERTIV HOLDINGS CO Industrials 1,088,000.0 $272.6M 0.45% -534K -32.9% $250.58 +32.9%
38 INTC INTEL CORP Technology 5,880,531.0 $259.5M 0.43% +427K +7.8% $44.13 +203.6%
39 FSLR CALL FIRST SOLAR INC Energy 1,296,700.0 $255.8M 0.43% -304K -19.0% $197.26 +30.6%
40 AMD CALL ADVANCED MICRO DEVICES INC Technology 1,231,600.0 $250.5M 0.42% -821K -40.0% $203.43 +164.2%
Page 2 of 203  ·  4,047 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.8%
Consumer Cyclical 13.8%
Financial Services 13.8%
Communication Services 12.4%
Healthcare 11.1%
Industrials 7.2%
Basic Materials 4.6%
Energy 4.1%
Consumer Defensive 2.1%
Utilities 1.5%