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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
Osaic Holdings
201
Osaic Holdings
Arizona
$16.6K +$1.18K +24 +7%
CA
202
Clearstead Advisors
Ohio
$15K
PFBT
203
Parkside Financial Bank & Trust
Missouri
$13.8K +$5.01K +102 +48%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$11.2K -$2.99K -61 -19%
C
205
Covestor
United Kingdom
$9K -$540 -11 -5%
ACM
206
Aster Capital Management
United Arab Emirates
$8.87K -$13.3K -271 -57%
SPIA
207
Steward Partners Investment Advisory
New York
$8.79K -$9.03K -184 -48%
VCM
208
Versant Capital Management
Arizona
$8.79K +$6.87K +140 +230%
MEG
209
Millstone Evans Group
Colorado
$8.04K +$9.03K +184 New
Jones Financial Companies
210
Jones Financial Companies
Missouri
$7.56K +$3.24K +66 +62%
QL
211
Quarry LP
New York
$7.04K +$7.9K +161 New
PA
212
Parallel Advisors
California
$6.43K -$393 -8 -5%
AAP
213
Arax Advisory Partners
Colorado
$6.03K
Bessemer Group
214
Bessemer Group
New Jersey
$6K +$4.32K +88 +160%
UB
215
UMB Bank
Missouri
$4.5K
Q1WB
216
Quest 10 Wealth Builders
Virginia
$3.71K +$4.17K +85 New
Federated Hermes
217
Federated Hermes
Pennsylvania
$3.02K +$3.39K +69 New
RTL
218
Red Tortoise LLC
Georgia
$2.67K
QCG
219
Quadrant Capital Group
Ohio
$2.62K
WA
220
WPG Advisers
Maryland
$2.36K +$2.65K +54 New
PWMG
221
Private Wealth Management Group
New Jersey
$1.71K
EWA
222
EverSource Wealth Advisors
Alabama
$1.57K +$785 +16 +80%
JWA
223
JFS Wealth Advisors
Pennsylvania
$1.44K
AF
224
Allworth Financial
California
$1.29K -$11.7K -238 -89%
PS
225
Principal Securities
Iowa
$1.22K

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.