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John Wiley & Sons Class A

255 hedge funds and large institutions have $1.85B invested in John Wiley & Sons Class A in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 100 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

577% more call options, than puts

Call options by funds: $535K | Put options by funds: $79K

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

5% more funds holding

Funds holding: 243255 (+12)

2% more capital invested

Capital invested by funds: $1.82B → $1.85B (+$27.5M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.01% less ownership

Funds ownership: 92.46%92.46% (-0.01%)

19% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 100

Holders
255
Holders Change
+12
Holders Change %
+4.94%
% of All Funds
3.42%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
44
Increased
81
Reduced
100
Closed
29
Calls
$535K
Puts
$79K
Net Calls
+$456K
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
226
Red Tortoise LLC
Georgia
$2.72K
RIL
227
Rothschild Investment LLC
Illinois
$2.45K +$1.69K +40 +267%
WA
228
WPG Advisers
Maryland
$2.41K
FFA
229
Farther Finance Advisors
California
$2.21K +$1.35K +32 +188%
QL
230
Quarry LP
New York
$2.14K -$4.78K -113 -70%
HWM
231
Hemington Wealth Management
Virginia
$2K +$1.39K +33 +110%
PWMG
232
Private Wealth Management Group
New Jersey
$1.74K
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$1.74K +$1.31K +31 +388%
JWA
234
JFS Wealth Advisors
Pennsylvania
$1.56K +$85 +2 +6%
PS
235
Principal Securities
Iowa
$1.22K
Federated Hermes
236
Federated Hermes
Pennsylvania
$1.11K -$1.86K -44 -64%
SS
237
SBI Securities
Japan
$1.07K -$85 -2 -8%
AAP
238
Arax Advisory Partners
Colorado
$936 -$4.94K -117 -85%
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$891
HCP
240
Hexagon Capital Partners
Arkansas
$624 +$127 +3 +27%
SIC
241
SJS Investment Consulting
Ohio
$624 +$169 +4 +40%
DPW
242
DiNuzzo Private Wealth
Pennsylvania
$535 +$42 +1 +9%
CFO
243
CVA Family Office
Colorado
$490 +$465 +11 New
LC
244
Lindbrook Capital
California
$446 -$42 -1 -9%
CFD
245
Creative Financial Designs
Indiana
$446
SC
246
Stephens Consulting
Michigan
$446 +$423 +10 New
AF
247
Allworth Financial
California
$437 -$845 -20 -67%
GFPC
248
Global Financial Private Client
Florida
$401 +$254 +6 +200%
LFG
249
Larson Financial Group
Missouri
$223
MCM
250
Manchester Capital Management
Vermont
$179

WLY Hedge Fund Activity: Q1 2025 in Review

255 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2025, worth a combined $1.85B — up 1.5% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new WLY positions and 29 closed out — a net gain of 15 holders — while 81 added to existing stakes and 100 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $54.6M. The largest seller was Burgundy Asset Management, exiting entirely with an estimated $44.9M sold.

  • 255 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2025, up from 243 in Q4 2024.
  • Funds reported $1.85B of John Wiley & Sons Class A stock for Q1 2025, up 1.5% quarter-over-quarter.
  • 44 funds opened new John Wiley & Sons Class A positions in Q1 2025 and 29 closed out, a net change of +15 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2025 was Neuberger Berman Group, an estimated $54.6M added.
  • The largest John Wiley & Sons Class A seller in Q1 2025 was Burgundy Asset Management, an estimated $44.9M sold.

Based on aggregated 13F filings for Q1 2025.