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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 %
MI
1
M3F Inc
Utah
$84.4M +$4.74M +30,032 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$83.6M +$2.78M +17,587 +3%
Renaissance Technologies
3
Renaissance Technologies
New York
$37.5M -$63.2K -400 -0.2%
BlackRock
4
BlackRock
New York
$31.5M +$195K +1,234 +0.6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$24.1M +$1.65M +10,436 +7%
OAM
6
Ophir Asset Management
Australia
$22.3M -$4.3M -27,249 -16%
RC
7
RBF Capital
California
$17M +$15.8K +100 +0.1%
FTIA
8
Four Tree Island Advisory
New Hampshire
$15.3M +$2.93M +18,519 +24%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$11.2M +$585K +3,704 +6%
BCM
10
Bridgeway Capital Management
Texas
$10.3M -$1.29M -8,160 -11%
State Street
11
State Street
Massachusetts
$9.33M +$285K +1,806 +3%
Morgan Stanley
12
Morgan Stanley
New York
$8.62M +$1.47M +9,334 +21%
Bank of America
13
Bank of America
North Carolina
$6.39M -$185K -1,169 -3%
PHS
14
Pekin Hardy Strauss
Illinois
$5.16M +$453K +2,867 +10%
EF
15
Empowered Funds
Pennsylvania
$4.89M -$579K -3,666 -11%
Northern Trust
16
Northern Trust
Illinois
$4.63M -$130K -822 -3%
Charles Schwab
17
Charles Schwab
California
$3.59M -$74.7K -473 -2%
UBS Group
18
UBS Group
Switzerland
$3.37M -$4.99M -31,560 -60%
PIP
19
Palisades Investment Partners
California
$3.35M +$46.8K +296 +1%
Tudor Investment Corp
20
Tudor Investment Corp
Connecticut
$3.13M +$2.22M +14,048 +243%
ACA
21
Apis Capital Advisors
New York
$3.13M +$1.66M +10,500 +113%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.08M -$123K -778 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.91M -$52K -329 -2%
Citadel Advisors
24
Citadel Advisors
Florida
$2.89M +$2.89M +18,296 New
Goldman Sachs
25
Goldman Sachs
New York
$2.38M -$29.1K -184 -1%
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