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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 %
Federated Hermes
101
Federated Hermes
Pennsylvania
$1.9K +$1.9K +12 New
QCG
102
Quadrant Capital Group
Ohio
$1.9K +$1.9K +12 New
C
103
Covestor
United Kingdom
$1K -$1K -3 -50%
LC
104
Lindbrook Capital
California
$948 +$158 +1 +20%
A
105
AlphaQuest
New York
$790 +$790 +5 New
CA
106
CoreCap Advisors
Michigan
$158 -$790 -5 -83%
SS
107
SBI Securities
Japan
$158 – – –
CIAM
108
Caitong International Asset Management
Hong Kong
$158 +$158 +1 New
OFCM
109
One Fin Capital Management
California
– -$3.42M -16,455 Closed
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
– -$627K -3,020 Closed
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
– -$419K -2,017 Closed
Prudential Financial
112
Prudential Financial
New Jersey
– -$346K -1,665 Closed
BFG
113
Bleakley Financial Group
New Jersey
– -$297K -1,433 Closed
PWS
114
Precision Wealth Strategies
Missouri
– -$257K -1,236 Closed
LAM
115
Lakewood Asset Management
Illinois
– -$227K -1,093 Closed
Neuberger Berman Group
116
Neuberger Berman Group
New York
– -$214K -1,032 Closed
Truist Financial
117
Truist Financial
North Carolina
– -$208K -1,000 Closed
EARNEST Partners
118
EARNEST Partners
Georgia
– -$208K -1,000 Closed
RC
119
Rangeley Capital
Connecticut
– -$208K -1,000 Closed
AAP
120
Arax Advisory Partners
Colorado
– -$80.7K -389 Closed
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