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Willis Lease Finance

125 hedge funds and large institutions have $556M invested in Willis Lease Finance in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

25% more capital invested

Capital invested by funds: $445M → $556M (+$110M)

11% more funds holding

Funds holding: 113125 (+12)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.1% less ownership

Funds ownership: 48.2%48.1% (-0.1%)

Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
45
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
76
Quantinno Capital Management
New York
$293K +$310K +1,718 New
MIM
77
MetLife Investment Management
New Jersey
$273K
AllianceBernstein
78
AllianceBernstein
Tennessee
$271K
Janus Henderson Group
79
Janus Henderson Group
United Kingdom
$255K
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254K -$1.08K -6 -0.4%
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$239K -$54.1K -300 -18%
JP Morgan Chase
82
JP Morgan Chase
New York
$237K +$4.33K +24 +2%
Mirae Asset Global ETFs Holdings
83
Mirae Asset Global ETFs Holdings
Hong Kong
$225K +$3.61K +20 +2%
VGA
84
Vanguard Global Advisers
Pennsylvania
$222K +$235K +1,305 New
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$220K +$233K +1,293 New
LAM
86
Lakewood Asset Management
Illinois
$216K +$229K +1,268 New
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$204K -$14.4K -80 -6%
BIG
88
Brooklyn Investment Group
New York
$202K +$213K +1,184 New
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$200K +$212K +1,177 New
SOADOR
90
State of Alaska Department of Revenue
Alaska
$167K
Russell Investments Group
91
Russell Investments Group
United Kingdom
$143K -$2.88K -16 -2%
PFSRSONJ
92
Police & Firemen's Retirement System of New Jersey
New Jersey
$142K
VIA
93
Vanguard Investments Australia
Australia
$124K +$132K +730 New
KK
94
KLP Kapitalforvaltning
Norway
$119K
ACM
95
Aquatic Capital Management
Illinois
$117K +$124K +685 New
Barclays
96
Barclays
United Kingdom
$88.7K -$885K -4,911 -90%
AAP
97
Arax Advisory Partners
Colorado
$59.9K -$6.67K -37 -10%
Citigroup
98
Citigroup
New York
$50.6K -$30.3K -168 -36%
TRCT
99
Tower Research Capital (TRC)
New York
$46.5K +$12.8K +71 +35%
SAM
100
Smartleaf Asset Management
Massachusetts
$43.4K -$12.4K -69 -21%

WLFC Hedge Fund Activity: Q1 2026 in Review

125 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q1 2026, worth a combined $556M — up 25% from $445M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WLFC positions and 14 closed out — a net gain of 14 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $14.4M. The largest seller was Buckley Capital Advisors, cutting an estimated $8.52M.

  • 125 institutional investors held Willis Lease Finance (WLFC) as of Q1 2026, up from 113 in Q4 2025.
  • Funds reported $556M of Willis Lease Finance stock for Q1 2026, up 25% quarter-over-quarter.
  • 28 funds opened new Willis Lease Finance positions in Q1 2026 and 14 closed out, a net change of +14 holders.
  • The largest Willis Lease Finance buyer in Q1 2026 was Two Sigma Investments, an estimated $14.4M added.
  • The largest Willis Lease Finance seller in Q1 2026 was Buckley Capital Advisors, an estimated $8.52M sold.

Based on aggregated 13F filings for Q1 2026.