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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
KIM
201
Kestra Investment Management
Texas
$25.4K +$24K +569 New
Osaic Holdings
202
Osaic Holdings
Arizona
$24.4K +$7.01K +166 +44%
Nomura Asset Management
203
Nomura Asset Management
Japan
$24.1K +$22.8K +540 New
WSFS
204
Wilmington Savings Fund Society
Delaware
$22.3K
MEG
205
Millstone Evans Group
Colorado
$21.1K +$12.2K +289 +157%
Bessemer Group
206
Bessemer Group
New Jersey
$21K +$13.9K +329 +230%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$21K -$125K -2,957 -86%
SCM
208
Sterling Capital Management
North Carolina
$15.4K -$11.7K -276 -44%
CA
209
Clearstead Advisors
Ohio
$15.3K
PFBT
210
Parkside Financial Bank & Trust
Missouri
$14.9K +$845 +20 +6%
FHA
211
First Horizon Advisors
Tennessee
$14.3K -$3.46K -82 -20%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$13.4K +$1.9K +45 +18%
VCM
213
Versant Capital Management
Arizona
$11.1K +$1.99K +47 +23%
C
214
Covestor
United Kingdom
$9K +$423 +10 +5%
SPIA
215
Steward Partners Investment Advisory
New York
$8.96K
BIG
216
Brooklyn Investment Group
New York
$8.78K +$8.32K +197 New
Jones Financial Companies
217
Jones Financial Companies
Missouri
$8.53K +$803 +19 +11%
PA
218
Parallel Advisors
California
$6.33K -$211 -5 -3%
Optiver Holding
219
Optiver Holding
Netherlands
$4.9K +$4.65K +110 New
EWA
220
EverSource Wealth Advisors
Alabama
$4.05K +$2.32K +55 +153%
Simplex Trading
221
Simplex Trading
Illinois
$4K +$3.8K +90 New
Q1WB
222
Quest 10 Wealth Builders
Virginia
$3.79K
CCM
223
Coldstream Capital Management
Washington
$3.48K +$3.3K +78 New
UB
224
UMB Bank
Missouri
$3.08K -$1.44K -34 -33%
A
225
AlphaQuest
New York
$2.76K +$2.62K +62 New

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.