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Willis Lease Finance
WLFC

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: 111 → 129 (+18)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (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
–

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Advisers
Two Sigma Advisers
New York
+$10.8M
2
Millennium Management
Millennium Management
New York
+$9M
3
MI
M3F Inc
Utah
+$5.69M
4
Jane Street
Jane Street
New York
+$3.37M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$11.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$6.4M
3
BlackRock
BlackRock
New York
-$4.18M
4
JF
Jump Financial
Illinois
-$3.11M
5
First Trust Advisors
First Trust Advisors
Illinois
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
126
Allworth Financial
California
$549 +$582 +12 New
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$137 +$145 +3 New
PA
128
Parallel Advisors
California
$137 +$145 +3 New
QL
129
Quarry LP
New York
$137 +$145 +3 New
BAM
130
Bosun Asset Management
Illinois
– -$753K -15,831 Closed
Brown Advisory
131
Brown Advisory
Maryland
– -$714K -15,000 Closed
Allianz Asset Management
132
Allianz Asset Management
Germany
– -$533K -11,196 Closed
OQS
133
Occudo Quantitative Strategies
Florida
– -$493K -10,353 Closed
VCM
134
Voleon Capital Management
California
– -$435K -9,132 Closed
AC
135
AXQ Capital
New Jersey
– -$409K -8,598 Closed
AA
136
ALPS Advisors
Colorado
– -$292K -6,132 Closed
RWM
137
Ritholtz Wealth Management
New York
– -$222K -4,671 Closed
SG Americas Securities
138
SG Americas Securities
New York
– -$118K -2,469 Closed
DZ Bank
139
DZ Bank
Germany
– -$109K -2,295 Closed
Lazard Asset Management
140
Lazard Asset Management
New York
– -$58K -1,239 Closed
Federated Hermes
141
Federated Hermes
Pennsylvania
– -$1.71K -36 Closed
C
142
Covestor
United Kingdom
– -$1.16K -24 Closed
FFO
143
Fortitude Family Office
Arizona
– -$286 -6 Closed
TWD
144
True Wealth Design
Ohio
– -$143 -3 Closed
TPWA
145
Twin Peaks Wealth Advisors
California
– -$160 -3 Closed
2 3 4 5
6

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.