WLFC icon

Willis Lease Finance
WLFC

Overview Fund Activity

112 hedge funds and large institutions have $472M invested in Willis Lease Finance in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
52
Reduced
25
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$12.1M
2
Morgan Stanley
Morgan Stanley
New York
+$10.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.41M
4
UBS Group
UBS Group
Switzerland
+$8.4M
5
BlackRock
BlackRock
New York
+$6.49M

Top Sellers

1
OAM
Ophir Asset Management
Australia
-$22.3M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$3.13M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.15M
4
SW
Solidarity Wealth
Utah
-$1.12M
5
Ameriprise
Ameriprise
Minnesota
-$804K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
101
Jones Financial Companies
Missouri
$10.4K +$5.21K +35 +100%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$9K -$1.97K -14 -18%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$8.85K -$66.7K -467 -88%
HCA
104
Harbor Capital Advisors
Illinois
$5K – – –
IA
105
IFP Advisors
Florida
$3.29K – – –
VCM
106
Versant Capital Management
Arizona
$2.28K +$2.28K +16 New
S
107
SignatureFD
Georgia
$2K +$2K +14 New
GI
108
GAMMA Investing
California
$1.86K -$3.71K -26 -67%
Federated Hermes
109
Federated Hermes
Pennsylvania
$1.71K – – –
C
110
Covestor
United Kingdom
$1K +$625 +5 +167%
FFO
111
Fortitude Family Office
Arizona
$286 -$1.86K -13 -87%
TPWA
112
Twin Peaks Wealth Advisors
California
$160 +$160 +1 New
TWD
113
True Wealth Design
Ohio
$143 +$143 +1 New
OAM
114
Ophir Asset Management
Australia
– -$22.3M -141,418 Closed
Tudor Investment Corp
115
Tudor Investment Corp
Connecticut
– -$3.13M -19,837 Closed
SW
116
Solidarity Wealth
Utah
– -$1.12M -7,102 Closed
Ameriprise
117
Ameriprise
Minnesota
– -$804K -5,092 Closed
ECM
118
ExodusPoint Capital Management
New York
– -$621K -3,934 Closed
Jane Street
119
Jane Street
New York
– -$563K -3,562 Closed
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
– -$546K -3,457 Closed
RCAP
121
Resolute Capital Asset Partners
Colorado
– -$366K -2,320 Closed
EI
122
EAM Investors
California
– -$313K -1,980 Closed
XT
123
XTX Topco
Cayman Islands
– -$252K -1,594 Closed
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
– -$230K -1,454 Closed
CF
125
Corebridge Financial
Texas
– -$221K -1,397 Closed
2 3 4
5
6