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Willis Lease Finance

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: 111129 (+18)

0% more funds holding in top 10

Funds holding in top 10: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$83.1M +$5.69M +117,255 +7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$74.1M -$2.22M -45,732 -3%
Renaissance Technologies
3
Renaissance Technologies
New York
$32M -$881K -18,177 -3%
BlackRock
4
BlackRock
New York
$29.6M -$4.18M -86,301 -12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$19.6M -$6.4M -132,054 -24%
Morgan Stanley
6
Morgan Stanley
New York
$15.6M -$1.97M -40,554 -11%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$15.1M +$10.8M +222,300 +204%
RC
8
RBF Capital
California
$14.8M
Two Sigma Investments
9
Two Sigma Investments
New York
$13.9M +$1.32M +27,156 +10%
FTIA
10
Four Tree Island Advisory
New Hampshire
$13.4M +$732K +15,105 +5%
UBS Group
11
UBS Group
Switzerland
$12.6M +$1.75M +36,000 +15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.94M -$1.47M -30,306 -12%
Millennium Management
13
Millennium Management
New York
$9.05M +$9M +185,634 +1,498%
State Street
14
State Street
Massachusetts
$8.91M -$278K -5,742 -3%
BCM
15
Bridgeway Capital Management
Texas
$6.75M -$1.85M -38,199 -21%
Bank of America
16
Bank of America
North Carolina
$6.07M +$222K +4,575 +4%
PHS
17
Pekin Hardy Strauss
Illinois
$5.62M +$166K +3,414 +3%
Northern Trust
18
Northern Trust
Illinois
$4.56M -$565K -11,646 -10%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$3.96M +$2.39M +49,230 +132%
CLGM
20
Capitolis Liquid Global Markets
New York
$3.91M -$1.16M -24,000 -22%
EF
21
Empowered Funds
Pennsylvania
$3.79M +$17K +351 +0.4%
ACA
22
Apis Capital Advisors
New York
$3.48M +$87.3K +1,800 +2%
Charles Schwab
23
Charles Schwab
California
$3.43M -$43.3K -894 -1%
Jane Street
24
Jane Street
New York
$3.18M +$3.37M +69,561 New
First Trust Advisors
25
First Trust Advisors
Illinois
$3.03M -$2.65M -54,639 -45%

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.