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Willis Lease Finance
WLFC

Overview Fund Activity

111 hedge funds and large institutions have $471M invested in Willis Lease Finance in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 18 closing their positions.

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
51
Reduced
25
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$13.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.5M
4
UBS Group
4
UBS Group
Switzerland
$11.5M
5
BlackRock
5
BlackRock
New York
$35M

Top Sellers

1
OAM
1
Ophir Asset Management
Australia
$0
2
Tudor Investment Corp
2
Tudor Investment Corp
Connecticut
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$461K
4
SW
4
Solidarity Wealth
Utah
$0
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$9K 64 -14 -18%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$8.85K 62 -467 -88%
HCA
103
Harbor Capital Advisors
Illinois
$5K 34 – –
IA
104
IFP Advisors
Florida
– – – –
VCM
105
Versant Capital Management
Arizona
$2.28K 16 +16 New
S
106
SignatureFD
Georgia
$2K 14 +14 New
GI
107
GAMMA Investing
California
$1.86K 13 -26 -67%
Federated Hermes
108
Federated Hermes
Pennsylvania
$1.71K 12 – –
C
109
Covestor
United Kingdom
$1K 8 +5 +167%
FFO
110
Fortitude Family Office
Arizona
$286 2 -13 -87%
TPWA
111
Twin Peaks Wealth Advisors
California
$160 1 +1 New
TWD
112
True Wealth Design
Ohio
$143 1 +1 New
OAM
113
Ophir Asset Management
Australia
– – -141,418 Closed
Tudor Investment Corp
114
Tudor Investment Corp
Connecticut
– – -19,837 Closed
SW
115
Solidarity Wealth
Utah
– – -7,102 Closed
Ameriprise
116
Ameriprise
Minnesota
– – -5,092 Closed
ECM
117
ExodusPoint Capital Management
New York
– – -3,934 Closed
Jane Street
118
Jane Street
New York
– – -3,562 Closed
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
– – -3,457 Closed
RCAP
120
Resolute Capital Asset Partners
Colorado
– – -2,320 Closed
EI
121
EAM Investors
California
– – -1,980 Closed
XT
122
XTX Topco
Cayman Islands
– – -1,594 Closed
Balyasny Asset Management
123
Balyasny Asset Management
Illinois
– – -1,454 Closed
CF
124
Corebridge Financial
Texas
– – -1,397 Closed
CCM
125
Coldstream Capital Management
Washington
– – -34 Closed
2 3 4
5
6