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Willis Lease Finance
WLFC

111 hedge funds and large institutions have $472M invested in Willis Lease Finance in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 25

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

7% more capital invested

Capital invested by funds: $442M → $472M (+$29.5M)

3% more funds holding

Funds holding: 108 → 111 (+3)

2.17% more ownership

Funds ownership: 127.09% → 129.26% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.46%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
52
Reduced
25
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$12M
2
Morgan Stanley
Morgan Stanley
New York
+$10.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.33M
4
UBS Group
UBS Group
Switzerland
+$8.34M
5
BlackRock
BlackRock
New York
+$6.44M

Top Sellers

Rank Fund Capital Flow
1
OAM
Ophir Asset Management
Australia
-$22.3M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$3.13M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.14M
4
SW
Solidarity Wealth
Utah
-$1.12M
5
Ameriprise
Ameriprise
Minnesota
-$804K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$680K +$54.4K +1,152 +9%
BFM
52
Boothbay Fund Management
New York
$641K -$558K -11,805 -47%
Wells Fargo
53
Wells Fargo
California
$621K +$76.2K +1,614 +14%
Millennium Management
54
Millennium Management
New York
$590K +$585K +12,390 New
NA
55
Navellier & Associates
Nevada
$583K +$8.08K +171 +1%
BCI
56
Brinker Capital Investments
Pennsylvania
$552K +$548K +11,598 New
HF
57
HRT Financial
New York
$542K -$182K -3,855 -25%
Allianz Asset Management
58
Allianz Asset Management
Germany
$533K +$529K +11,196 New
Point72 Asset Management
59
Point72 Asset Management
Connecticut
$514K +$510K +10,800 New
OQS
60
Occudo Quantitative Strategies
Florida
$493K +$489K +10,353 New
Invesco
61
Invesco
Georgia
$475K +$195K +4,125 +71%
Citadel Advisors
62
Citadel Advisors
Florida
$461K -$2.14M -45,201 -82%
Citigroup
63
Citigroup
New York
$448K +$73.3K +1,551 +20%
VCM
64
Voleon Capital Management
California
$435K +$431K +9,132 New
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$424K -$261K -5,529 -38%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$417K +$75.7K +1,602 +22%
AC
67
AXQ Capital
New Jersey
$409K +$406K +8,598 New
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$394K – – –
Legal & General Group
69
Legal & General Group
United Kingdom
$385K +$11.2K +237 +3%
EC
70
EntryPoint Capital
New York
$331K +$2.55K +54 +0.8%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$324K +$19.1K +405 +6%
MIM
72
MetLife Investment Management
New Jersey
$306K +$71.3K +1,509 +31%
AA
73
ALPS Advisors
Colorado
$292K +$10.5K +222 +4%
AllianceBernstein
74
AllianceBernstein
Tennessee
$286K -$56.7K -1,200 -17%
Mirae Asset Global ETFs Holdings
75
Mirae Asset Global ETFs Holdings
Hong Kong
$279K +$36.4K +771 +15%
1 2
3
4 5

WLFC Hedge Fund Activity: Q2 2025 in Review

111 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q2 2025, worth a combined $472M — up 6.7% from $442M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WLFC positions and 18 closed out — a net gain of 4 holders — while 52 added to existing stakes and 25 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $12M. The largest seller was Ophir Asset Management, exiting entirely with an estimated $22.3M sold.

  • 111 institutional investors held Willis Lease Finance (WLFC) as of Q2 2025, up from 108 in Q1 2025.
  • Funds reported $472M of Willis Lease Finance stock for Q2 2025, up 6.7% quarter-over-quarter.
  • 22 funds opened new Willis Lease Finance positions in Q2 2025 and 18 closed out, a net change of +4 holders.
  • The largest Willis Lease Finance buyer in Q2 2025 was Two Sigma Investments, an estimated $12M added.
  • The largest Willis Lease Finance seller in Q2 2025 was Ophir Asset Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2025.