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John Wiley & Sons Class A

243 hedge funds and large institutions have $1.82B invested in John Wiley & Sons Class A in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

3% more funds holding

Funds holding: 235243 (+8)

2.92% more ownership

Funds ownership: 89.54%92.46% (+2.9%)

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

7% less capital invested

Capital invested by funds: $1.96B → $1.82B (-$137M)

46% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $27.4M

Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
38
Increased
85
Reduced
82
Closed
25
Calls
$14.7M
Puts
$27.4M
Net Calls
-$12.7M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
226
SBI Securities
Japan
$1.14K +$1.28K +26 New
HWM
227
Hemington Wealth Management
Virginia
$1K +$442 +9 +43%
FMII
228
Farmers & Merchants Investments Inc
Nebraska
$874
FFA
229
Farther Finance Advisors
California
$743
VHAM
230
Van Hulzen Asset Management
California
$700 +$785 +16 New
AWM
231
Avior Wealth Management
Nebraska
$699
RIL
232
Rothschild Investment LLC
Illinois
$656 -$1.23K -25 -63%
LC
233
Lindbrook Capital
California
$481
DPW
234
DiNuzzo Private Wealth
Pennsylvania
$481 +$98 +2 +22%
HCP
235
Hexagon Capital Partners
Arkansas
$481 +$540 +11 New
SIC
236
SJS Investment Consulting
Ohio
$438
CFD
237
Creative Financial Designs
Indiana
$437
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$350
LFG
239
Larson Financial Group
Missouri
$219
MCM
240
Manchester Capital Management
Vermont
$175
IA
241
IFP Advisors
Florida
$131
GFPC
242
Global Financial Private Client
Florida
$131 +$147 +3 New
PWM
243
Parkworth Wealth Management
California
$131 +$147 +3 New
CAWM
244
Capital A Wealth Management
Pennsylvania
$87 +$98 +2 New
Jane Street
245
Jane Street
New York
-$2.91M -59,274 Closed
HF
246
HRT Financial
New York
-$1.19M -24,657 Closed
XT
247
XTX Topco
Cayman Islands
-$1.07M -22,246 Closed
CANY
248
Caxton Associates (New York)
New York
-$915K -18,960 Closed
Man Group
249
Man Group
United Kingdom
-$781K -16,177 Closed
QC
250
Quantedge Capital
Singapore
-$666K -13,800 Closed

WLY Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2024, worth a combined $1.82B — down 7% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WLY positions and 25 closed out — a net gain of 13 holders — while 85 added to existing stakes and 82 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $50.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $17.9M.

  • 243 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2024, up from 235 in Q3 2024.
  • Funds reported $1.82B of John Wiley & Sons Class A stock for Q4 2024, down 7% quarter-over-quarter.
  • 38 funds opened new John Wiley & Sons Class A positions in Q4 2024 and 25 closed out, a net change of +13 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2024 was Brown Advisory, an estimated $50.4M added.
  • The largest John Wiley & Sons Class A seller in Q4 2024 was Schroder Investment Management Group, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2024.