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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $24.0B AUM 4,317 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 685 New 1284 Added 2237 Reduced 855 Exited
Page 78 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 BMO CALL BANK MONTREAL MEDIUM Financial Services 2,400.0 $325K 0.00% -19K -88.7% $135.34 +18.0%
1542 POWL PUT POWELL INDS INC Industrials 600.0 $325K 0.00% -3K -82.3% $541.08 -49.9%
1543 ATO ATMOS ENERGY CORP Utilities 1,749.0 $323K 0.00% -11K -86.2% $184.72 -3.9%
1544 GLRE GREENLIGHT CAP RE LTD Financial Services 18,662.0 $323K 0.00% -184.0 -1.0% $17.29 +1.9%
1545 KVYO PUT KLAVIYO INC Technology 16,500.0 $321K 0.00% -22K -57.1% $19.46 -23.4%
1546 VSAT CALL VIASAT INC Technology 7,000.0 $321K 0.00% -24K -77.8% $45.80 +64.3%
1547 CALM CAL MAINE FOODS INC Consumer Defensive 4,046.0 $320K 0.00% -33K -89.0% $79.15 -2.8%
1548 TLN CALL TALEN ENERGY CORP Utilities 1,000.0 $319K 0.00% -10K -90.7% $319.23 +7.9%
1549 PCOR PUT PROCORE TECHNOLOGIES INC Technology 5,600.0 $319K 0.00% -3K -37.1% $57.00 -18.6%
1550 AFL AFLAC INC Financial Services 2,908.0 $319K 0.00% -207K -98.6% $109.71 +7.4%
1551 CALL BIOHAVEN LTD 37,700.0 $319K 0.00% -9K -20.0% $8.46
1552 DKS CALL DICKS SPORTING GOODS INC Consumer Cyclical 1,600.0 $317K 0.00% -24K -93.7% $198.29 +11.8%
1553 VIRT CALL VIRTU FINL INC Financial Services 7,200.0 $317K 0.00% -23K -75.8% $43.98 +22.3%
1554 PCT PUT PURECYCLE TECHNOLOGIES INC Industrials 61,000.0 $317K 0.00% -179K -74.5% $5.19 +118.3%
1555 TMC PUT TMC THE METALS COMPANY INC Basic Materials 67,400.0 $315K 0.00% -129K -65.7% $4.67 +9.2%
1556 SOC SABLE OFFSHORE CORP Energy 18,921.0 $313K 0.00% -74K -79.5% $16.52 -8.9%
1557 OSG OCTAVE SPECIALTY GROUP INC Financial Services 67,134.0 $312K 0.00% -21K -24.0% $4.65 +23.4%
1558 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,284.0 $311K 0.00% -15K -77.5% $72.69 +6.1%
1559 ASAN CALL ASANA INC Technology 48,500.0 $310K 0.00% -12K -19.4% $6.40 -0.6%
1560 EVH EVOLENT HEALTH INC Healthcare 135,948.0 $310K 0.00% -3K -2.0% $2.28 +68.4%
Page 78 of 112  ·  2,237 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
Financial Services 21.8%
Technology 19.8%
Consumer Cyclical 16.7%
Industrials 11.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 4.3%
Basic Materials 3.9%
Consumer Defensive 2.9%
Real Estate 1.5%