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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
BWG
176
Berry Wealth Group
Texas
$218K +$12.5K +255 +5%
CIM
177
Contravisory Investment Management
Massachusetts
$214K
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$211K +$1.28K +26 +0.5%
SSA
179
Schonfeld Strategic Advisors
New York
$209K +$235K +4,785 New
IIC
180
Ironwood Investment Counsel
Arizona
$205K -$3.68K -75 -2%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$205K
TW
182
Trajan Wealth
Arizona
$203K -$13.8K -281 -6%
AIP
183
Ameritas Investment Partners
Nebraska
$182K +$31.7K +645 +18%
Mirae Asset Global Investments
184
Mirae Asset Global Investments
South Korea
$161K +$17.2K +350 +10%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$151K +$162K +3,300 +2,578%
SAM
186
Smartleaf Asset Management
Massachusetts
$151K +$29.6K +603 +21%
VI
187
Vestcor Inc
New Brunswick, Canada
$150K
MAM
188
Meeder Asset Management
Ohio
$112K +$126K +2,564 New
ATC
189
Adirondack Trust Company
New York
$91.8K
SAM
190
Shell Asset Management
Netherlands
$74K
HCA
191
Harbor Capital Advisors
Illinois
$58K +$7.26K +148 +13%
GI
192
GAMMA Investing
California
$50.4K -$1.72K -35 -3%
SOW
193
State of Wyoming
Wyoming
$45.9K +$51.5K +1,050 New
Ohio Public Employees Retirement System (OPERS)
194
Ohio Public Employees Retirement System (OPERS)
Ohio
$42K -$8.44K -172 -15%
GRP
195
Global Retirement Partners
California
$33.9K -$294 -6 -0.8%
ACM
196
Aquatic Capital Management
Illinois
$33.7K +$37.8K +771 New
SCM
197
Sterling Capital Management
North Carolina
$27.1K +$26.6K +542 +686%
TRCT
198
Tower Research Capital (TRC)
New York
$23.4K -$203K -4,132 -89%
WSFS
199
Wilmington Savings Fund Society
Delaware
$21.9K
FHA
200
First Horizon Advisors
Tennessee
$17.6K -$344 -7 -2%

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.