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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 %
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$546K +$133K +840 +32%
Barclays
52
Barclays
United Kingdom
$540K -$236K -1,494 -30%
AQR Capital Management
53
AQR Capital Management
Connecticut
$440K -$502K -3,175 -53%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$436K – – –
Verition Fund Management
55
Verition Fund Management
Connecticut
$434K +$434K +2,747 New
QT
56
Quantbot Technologies
New York
$433K +$433K +2,741 New
Citigroup
57
Citigroup
New York
$415K +$22.3K +141 +6%
Legal & General Group
58
Legal & General Group
United Kingdom
$413K – – –
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$411K -$267K -1,688 -39%
RWM
60
Ritholtz Wealth Management
New York
$393K -$46.1K -292 -11%
AllianceBernstein
61
AllianceBernstein
Tennessee
$379K -$66.3K -420 -15%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$377K -$45.9K -290 -11%
RCAP
63
Resolute Capital Asset Partners
Colorado
$366K +$205K +1,300 +127%
EC
64
EntryPoint Capital
New York
$364K +$364K +2,303 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$337K -$27.5K -174 -8%
Two Sigma Advisers
66
Two Sigma Advisers
New York
$332K +$332K +2,100 New
Deutsche Bank
67
Deutsche Bank
Germany
$330K -$36.8K -233 -10%
EI
68
EAM Investors
California
$313K -$310K -1,964 -50%
AA
69
ALPS Advisors
Colorado
$311K +$311K +1,970 New
Invesco
70
Invesco
Georgia
$308K +$101K +638 +49%
Franklin Resources
71
Franklin Resources
California
$276K -$24.6K -156 -8%
Mirae Asset Global ETFs Holdings
72
Mirae Asset Global ETFs Holdings
Hong Kong
$269K +$12.3K +78 +5%
IIM
73
INTECH Investment Management
Florida
$265K +$80.7K +511 +44%
MIM
74
MetLife Investment Management
New Jersey
$259K -$5.06K -32 -2%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$255K +$90.7K +574 +55%
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