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John Wiley & Sons Class A

268 hedge funds and large institutions have $1.87B invested in John Wiley & Sons Class A in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 86 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

5% more funds holding

Funds holding: 255268 (+13)

1.39% more ownership

Funds ownership: 92.46%93.84% (+1.4%)

1% more capital invested

Capital invested by funds: $1.85B → $1.87B (+$15.7M)

14% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 100

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

92% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $23M

Holders
268
Holders Change
+13
Holders Change %
+5.1%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
45
Increased
86
Reduced
100
Closed
30
Calls
$1.85M
Puts
$23M
Net Calls
-$21.2M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$8.97K
BCM
227
Boreal Capital Management
Florida
$8.75K +$8.26K +196 New
Jones Financial Companies
228
Jones Financial Companies
Missouri
$7.36K -$1.22K -29 -15%
SCM
229
Sterling Capital Management
North Carolina
$7.1K -$7.83K -186 -54%
Bessemer Group
230
Bessemer Group
New Jersey
$7K -$13.2K -313 -66%
UB
231
UMB Bank
Missouri
$6.96K +$3.67K +87 +126%
PA
232
Parallel Advisors
California
$6.34K
IA
233
IFP Advisors
Florida
$6.03K
LI
234
LRI Investments
Florida
$4.91K +$4.63K +110 New
DWM
235
Dogwood Wealth Management
Kansas
$4.35K +$4.3K +102 New
TPWA
236
Twin Peaks Wealth Advisors
California
$3.84K +$4.13K +98 New
Optiver Holding
237
Optiver Holding
Netherlands
$3.79K -$1.05K -25 -23%
Q1WB
238
Quest 10 Wealth Builders
Virginia
$3.79K
Simplex Trading
239
Simplex Trading
Illinois
$3K -$295 -7 -8%
AAP
240
Arax Advisory Partners
Colorado
$2.9K +$1.85K +44 +210%
A
241
AlphaQuest
New York
$2.77K
RTL
242
Red Tortoise LLC
Georgia
$2.72K
RIL
243
Rothschild Investment LLC
Illinois
$2.46K
WA
244
WPG Advisers
Maryland
$2.41K
AF
245
Allworth Financial
California
$2.05K +$1.52K +36 +360%
HWM
246
Hemington Wealth Management
Virginia
$2K +$126 +3 +5%
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$1.74K
PWMG
248
Private Wealth Management Group
New Jersey
$1.74K
JWA
249
JFS Wealth Advisors
Pennsylvania
$1.7K +$126 +3 +9%
PS
250
Principal Securities
Iowa
$1.25K

WLY Hedge Fund Activity: Q2 2025 in Review

268 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2025, worth a combined $1.87B — up 0.85% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WLY positions and 30 closed out — a net gain of 15 holders — while 86 added to existing stakes and 100 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $65.4M. The largest seller was Clarkston Capital Partners, cutting an estimated $48.9M.

  • 268 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2025, up from 255 in Q1 2025.
  • Funds reported $1.87B of John Wiley & Sons Class A stock for Q2 2025, up 0.85% quarter-over-quarter.
  • 45 funds opened new John Wiley & Sons Class A positions in Q2 2025 and 30 closed out, a net change of +15 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2025 was Neuberger Berman Group, an estimated $65.4M added.
  • The largest John Wiley & Sons Class A seller in Q2 2025 was Clarkston Capital Partners, an estimated $48.9M sold.

Based on aggregated 13F filings for Q2 2025.