Willis Lease Finance
WLFC
108 hedge funds and large institutions have $442M invested in Willis Lease Finance in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 13 closing their positions.
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
4% more funds holding
Funds holding: 104 → 108 (+4)
0.49% more ownership
Funds ownership: 41.87% → 42.36% (+0.49%)
17% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 41
23% less capital invested
Capital invested by funds: $574M → $442M (-$131M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$5.73M |
| 2 |
FTIA
Four Tree Island Advisory
Portsmouth,
New Hampshire
|
+$3.53M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.49M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.35M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.02M |
| 2 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$5.2M |
| 3 |
OFCM
One Fin Capital Management
San Francisco,
California
|
-$3.42M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$1.56M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$699K |
WLFC Hedge Fund Activity: Q1 2025 in Review
108 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q1 2025, worth a combined $442M — down 23% from $574M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new WLFC positions and 13 closed out — a net gain of 5 holders — while 34 added to existing stakes and 41 trimmed.
The largest buyer was M3F Inc, adding an estimated $5.73M. The largest seller was UBS Group, cutting an estimated $6.02M.
- 108 institutional investors held Willis Lease Finance (WLFC) as of Q1 2025, up from 104 in Q4 2024.
- Funds reported $442M of Willis Lease Finance stock for Q1 2025, down 23% quarter-over-quarter.
- 18 funds opened new Willis Lease Finance positions in Q1 2025 and 13 closed out, a net change of +5 holders.
- The largest Willis Lease Finance buyer in Q1 2025 was M3F Inc, an estimated $5.73M added.
- The largest Willis Lease Finance seller in Q1 2025 was UBS Group, an estimated $6.02M sold.
Based on aggregated 13F filings for Q1 2025.