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Willis Lease Finance
WLFC

Overview Fund Activity

108 hedge funds and large institutions have $442M invested in Willis Lease Finance in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
19
Increased
34
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MI
M3F Inc
Utah
+$4.74M
2
FTIA
Four Tree Island Advisory
New Hampshire
+$2.93M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.89M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.78M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$2.22M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$4.99M
2
OAM
Ophir Asset Management
Australia
-$4.3M
3
OFCM
One Fin Capital Management
California
-$3.42M
4
BCM
Bridgeway Capital Management
Texas
-$1.29M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$627K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.28M +$40.3K +255 +2%
LI
27
Latash Investments
Alaska
$2.13M – – –
KOCAA
28
Knights of Columbus Asset Advisors
Connecticut
$1.74M +$353K +2,236 +26%
MCM
29
Maltese Capital Management
New York
$1.7M – – –
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$1.45M – – –
First Trust Advisors
31
First Trust Advisors
Illinois
$1.39M -$24.2K -153 -2%
BFM
32
Boothbay Fund Management
New York
$1.33M +$1.13M +7,125 +548%
Two Sigma Investments
33
Two Sigma Investments
New York
$1.21M +$863K +5,464 +248%
American Century Companies
34
American Century Companies
Missouri
$1.15M +$46K +291 +4%
SW
35
Solidarity Wealth
Utah
$1.12M +$1.12M +7,102 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$1.05M -$63.3K -401 -6%
BAM
37
Bosun Asset Management
Illinois
$922K -$358K -2,269 -28%
NL
38
Nuveen LLC
North Carolina
$914K +$914K +5,783 New
UBS AM
39
UBS AM
Illinois
$859K +$177K +1,118 +26%
Swiss National Bank
40
Swiss National Bank
Switzerland
$806K -$111K -700 -12%
Ameriprise
41
Ameriprise
Minnesota
$804K +$804K +5,092 New
HF
42
HRT Financial
New York
$802K +$184K +1,169 +30%
Brown Advisory
43
Brown Advisory
Maryland
$790K – – –
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$760K -$73.9K -468 -9%
CAU
45
Caxton Associates (UK)
$758K +$758K +4,801 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$692K +$294K +1,858 +74%
NA
47
Navellier & Associates
Nevada
$629K -$447K -2,863 -42%
ECM
48
ExodusPoint Capital Management
New York
$621K +$621K +3,934 New
Wells Fargo
49
Wells Fargo
California
$602K +$6K +38 +1%
Jane Street
50
Jane Street
New York
$563K +$563K +3,562 New
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