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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
$13.2M
2
Morgan Stanley
Morgan Stanley
New York
$18.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.5M
4
UBS Group
UBS Group
Switzerland
$11.5M
5
BlackRock
BlackRock
New York
$35M

Top Sellers

1
OAM
Ophir Asset Management
Australia
$0
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$0
3
Citadel Advisors
Citadel Advisors
Florida
$461K
4
SW
Solidarity Wealth
Utah
$0
5
Ameriprise
Ameriprise
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
1
M3F Inc
Utah
$80.9M +$4.67M +32,680 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$79.4M +$3.84M +26,875 +5%
BlackRock
3
BlackRock
New York
$35M +$6.49M +45,459 +23%
Renaissance Technologies
4
Renaissance Technologies
New York
$34.2M +$280K +1,959 +0.8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$26.7M +$4.87M +34,122 +22%
Morgan Stanley
6
Morgan Stanley
New York
$18.1M +$10.3M +72,459 +133%
RC
7
RBF Capital
California
$15.4M – – –
FTIA
8
Four Tree Island Advisory
New Hampshire
$13.3M -$495K -3,469 -4%
Two Sigma Investments
9
Two Sigma Investments
New York
$13.2M +$12.1M +84,670 +1,105%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.8M +$1.68M +11,745 +17%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.5M +$9.41M +65,875 +456%
UBS Group
12
UBS Group
Switzerland
$11.5M +$8.4M +58,862 +276%
State Street
13
State Street
Massachusetts
$9.55M +$1.12M +7,861 +13%
BCM
14
Bridgeway Capital Management
Texas
$8.85M -$485K -3,398 -5%
Bank of America
15
Bank of America
North Carolina
$6.1M +$330K +2,311 +6%
First Trust Advisors
16
First Trust Advisors
Illinois
$5.75M +$4.49M +31,480 +357%
PHS
17
Pekin Hardy Strauss
Illinois
$5.69M +$1.03M +7,196 +22%
JF
18
Jump Financial
Illinois
$5.54M +$5.54M +38,815 New
Northern Trust
19
Northern Trust
Illinois
$5.31M +$1.12M +7,868 +27%
CLGM
20
Capitolis Liquid Global Markets
New York
$5.21M +$5.21M +36,500 New
Two Sigma Advisers
21
Two Sigma Advisers
New York
$5.18M +$4.88M +34,200 +1,629%
EF
22
Empowered Funds
Pennsylvania
$3.94M -$485K -3,398 -11%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$3.9M +$3.53M +24,745 +951%
Charles Schwab
24
Charles Schwab
California
$3.62M +$374K +2,620 +12%
ACA
25
Apis Capital Advisors
New York
$3.54M +$714K +5,000 +25%
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