Willis Lease Finance
WLFC
104 hedge funds and large institutions have $574M invested in Willis Lease Finance in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 11 closing their positions.
200% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 11
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
56% more capital invested
Capital invested by funds: $367M → $574M (+$207M)
31% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 26
27% more funds holding
Funds holding: 82 → 104 (+22)
13.27% more ownership
Funds ownership: 112.34% → 125.61% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Ophir Asset Management
Sydney,
Australia
|
+$32.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$9.76M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.71M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.4M |
| 5 |
State Street
Boston,
Massachusetts
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$12.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.64M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$3.34M |
| 4 |
P2P
Phase 2 Partners
San Francisco,
California
|
-$2.91M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.41M |
WLFC Hedge Fund Activity: Q4 2024 in Review
104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q4 2024, worth a combined $574M — up 56% from $367M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new WLFC positions and 11 closed out — a net gain of 22 holders — while 34 added to existing stakes and 26 trimmed.
The largest buyer was Ophir Asset Management, opening a new position worth an estimated $32.8M. The largest seller was M3F Inc, cutting an estimated $12.6M.
- 104 institutional investors held Willis Lease Finance (WLFC) as of Q4 2024, up from 82 in Q3 2024.
- Funds reported $574M of Willis Lease Finance stock for Q4 2024, up 56% quarter-over-quarter.
- 33 funds opened new Willis Lease Finance positions in Q4 2024 and 11 closed out, a net change of +22 holders.
- The largest Willis Lease Finance buyer in Q4 2024 was Ophir Asset Management, an estimated $32.8M added.
- The largest Willis Lease Finance seller in Q4 2024 was M3F Inc, an estimated $12.6M sold.
Based on aggregated 13F filings for Q4 2024.