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John Wiley & Sons Class A

248 hedge funds and large institutions have $1.6B invested in John Wiley & Sons Class A in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 88 increasing their positions, 73 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $556K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 33

26% more capital invested

Capital invested by funds: $1.27B → $1.6B (+$329M)

21% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 73

6% more funds holding

Funds holding: 235248 (+13)

4.13% more ownership

Funds ownership: 94.47%98.6% (+4.1%)

Holders
248
Holders Change
+13
Holders Change %
+5.53%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
51
Increased
88
Reduced
73
Closed
33
Calls
$1.67M
Puts
$556K
Net Calls
+$1.11M
Net Calls Change
-$450K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
226
Private Wealth Management Group
New Jersey
$1.49K
QCG
227
Quadrant Capital Group
Ohio
$1.49K +$259 +8 +26%
JWM
228
JPL Wealth Management
Colorado
$1.45K +$1.23K +38 New
TWD
229
True Wealth Design
Ohio
$1.41K -$162 -5 -12%
JWA
230
JFS Wealth Advisors
Pennsylvania
$991 -$227 -7 -21%
FFO
231
Fortitude Family Office
Arizona
$838 +$713 +22 New
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$762
BFS
233
Bare Financial Services
Pennsylvania
$648 +$551 +17 New
AW
234
Ankerstar Wealth
Texas
$457 +$389 +12 New
AUB
235
Atlantic Union Bankshares
Virginia
$419 +$357 +11 New
DPW
236
DiNuzzo Private Wealth
Pennsylvania
$343 +$97 +3 +50%
HI
237
Horizon Investments
North Carolina
$305 +$259 +8 New
HNB
238
Huntington National Bank
Ohio
$305 +$259 +8 New
GWM
239
Gilpin Wealth Management
Colorado
$229 +$194 +6 New
PA
240
Parallel Advisors
California
$152 -$5.67K -175 -98%
AWM
241
Abound Wealth Management
Tennessee
$115
BHWM
242
Bay Harbor Wealth Management
Maryland
$76 -$65 -2 -50%
HIA
243
HFM Investment Advisors
New Jersey
$76
HFS
244
Hughes Financial Services
Virginia
$76 +$65 +2 New
VWM
245
Vermillion Wealth Management
Minnesota
$76 +$65 +2 New
SIC
246
SJS Investment Consulting
Ohio
$39 -$32 -1 -50%
DF
247
Dunhill Financial
United Kingdom
$39
CW
248
Curio Wealth
Maryland
$38 +$32 +1 New
IECM
249
Intrinsic Edge Capital Management
Illinois
-$8.68M -283,517 Closed
SCM
250
SG Capital Management
Illinois
-$7.74M -252,596 Closed