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Willis Lease Finance

129 hedge funds and large institutions have $454M invested in Willis Lease Finance in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 16

16.57% more ownership

Funds ownership: 129.26%145.82% (+17%)

16% more funds holding

Funds holding: 111129 (+18)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $472M → $454M (-$18.3M)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

Holders
129
Holders Change
+18
Holders Change %
+16.22%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
38
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
51
Jennison Associates
New York
$674K +$715K +14,754 New
NA
52
Navellier & Associates
Nevada
$616K +$59.5K +1,227 +10%
Barclays
53
Barclays
United Kingdom
$598K -$339K -6,999 -35%
AG
54
Ascent Group
Virginia
$588K +$624K +12,870 New
N
55
Nuveen
North Carolina
$584K -$144K -2,979 -19%
Wells Fargo
56
Wells Fargo
California
$581K -$15.9K -327 -3%
Invesco
57
Invesco
Georgia
$572K +$123K +2,538 +25%
UBS AM
58
UBS AM
Illinois
$537K -$585K -12,075 -51%
DA
59
Denali Advisors
California
$521K +$553K +11,400 New
BHCM
60
Brevan Howard Capital Management
Jersey
$510K +$541K +11,160 New
Verition Fund Management
61
Verition Fund Management
Connecticut
$456K -$414K -8,535 -46%
DTL
62
Dynamic Technology Lab
Singapore
$418K +$444K +9,156 New
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$378K +$145 +3 +0%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$377K -$292K -6,027 -42%
Legal & General Group
65
Legal & General Group
United Kingdom
$360K -$10K -207 -3%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$360K -$42.3K -873 -10%
Polen Capital Management
67
Polen Capital Management
Florida
$353K -$393K -8,115 -51%
CC
68
Centiva Capital
New York
$342K -$611K -12,603 -63%
Creative Planning
69
Creative Planning
Kansas
$340K +$134K +2,760 +59%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$314K +$334K +6,882 New
CAU
71
Caxton Associates (UK)
$314K -$485K -9,996 -59%
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$301K -$113K -2,322 -26%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$296K -$16.4K -339 -5%
Deutsche Bank
74
Deutsche Bank
Germany
$278K +$46.8K +966 +19%
AllianceBernstein
75
AllianceBernstein
Tennessee
$274K

WLFC Hedge Fund Activity: Q3 2025 in Review

129 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q3 2025, worth a combined $454M — down 3.9% from $472M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WLFC positions and 16 closed out — a net gain of 18 holders — while 38 added to existing stakes and 44 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $10.8M. The largest seller was Royal Bank of Canada, cutting an estimated $11.5M.

  • 129 institutional investors held Willis Lease Finance (WLFC) as of Q3 2025, up from 111 in Q2 2025.
  • Funds reported $454M of Willis Lease Finance stock for Q3 2025, down 3.9% quarter-over-quarter.
  • 34 funds opened new Willis Lease Finance positions in Q3 2025 and 16 closed out, a net change of +18 holders.
  • The largest Willis Lease Finance buyer in Q3 2025 was Two Sigma Advisers, an estimated $10.8M added.
  • The largest Willis Lease Finance seller in Q3 2025 was Royal Bank of Canada, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2025.