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John Wiley & Sons Class A

251 hedge funds and large institutions have $1.68B invested in John Wiley & Sons Class A in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 85 increasing their positions, 89 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $2.9M | Put options by funds: $1.12M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.33% less ownership

Funds ownership: 93.84%93.51% (-0.33%)

4% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 89

6% less funds holding

Funds holding: 268251 (-17)

10% less capital invested

Capital invested by funds: $1.87B → $1.68B (-$184M)

28% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 47

Holders
251
Holders Change
-17
Holders Change %
-6.34%
% of All Funds
3.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
34
Increased
85
Reduced
89
Closed
47
Calls
$2.9M
Puts
$1.12M
Net Calls
+$1.78M
Net Calls Change
+$23M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
Sterling Capital Management
North Carolina
$10.5K +$4.08K +101 +64%
VCM
202
Versant Capital Management
Arizona
$10K +$1.9K +47 +23%
FFA
203
Farther Finance Advisors
California
$9.88K -$9.81K -243 -50%
Optiver Holding
204
Optiver Holding
Netherlands
$9.59K +$6.14K +152 +179%
CIAM
205
Caitong International Asset Management
Hong Kong
$9.19K +$9.12K +226 +22,600%
SPIA
206
Steward Partners Investment Advisory
New York
$8.13K
MCM
207
MAI Capital Management
Ohio
$8.09K +$8.07K +200 New
BCM
208
Boreal Capital Management
Florida
$7.93K
UB
209
UMB Bank
Missouri
$7.45K +$1.13K +28 +18%
TFA
210
Transamerica Financial Advisors
Florida
$7.43K +$7.43K +184 New
Jones Financial Companies
211
Jones Financial Companies
Missouri
$6.5K
RFP
212
Root Financial Partners
California
$5.83K +$5.81K +144 New
PA
213
Parallel Advisors
California
$5.75K
FHC
214
First Horizon Corporation
Tennessee
$4.86K +$4.84K +120 New
LI
215
LRI Investments
Florida
$4.45K
Bessemer Group
216
Bessemer Group
New Jersey
$4K -$2.02K -50 -31%
Q1WB
217
Quest 10 Wealth Builders
Virginia
$3.44K
WANY
218
Wealthspire Advisors (New York)
New York
$3.04K +$3.03K +75 New
RTL
219
Red Tortoise LLC
Georgia
$2.47K
RIL
220
Rothschild Investment LLC
Illinois
$2.43K +$202 +5 +9%
WA
221
WPG Advisers
Maryland
$2.19K
EP
222
Essential Partners
California
$2.02K +$2.02K +50 New
HWM
223
Hemington Wealth Management
Virginia
$2K -$323 -8 -12%
HFS
224
Hantz Financial Services
Michigan
$2K +$2.1K +52 +1,300%
QCG
225
Quadrant Capital Group
Ohio
$1.78K +$1.78K +44 New

WLY Hedge Fund Activity: Q3 2025 in Review

251 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2025, worth a combined $1.68B — down 9.8% from $1.87B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of WLY and 34 opened new positions — a net loss of 13 holders — while 89 trimmed existing stakes and 85 added.

The largest buyer was Neuberger Berman Group, adding an estimated $16.7M. The largest seller was Madison Avenue Partners, cutting an estimated $35.6M.

  • 251 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2025, down from 268 in Q2 2025.
  • Funds reported $1.68B of John Wiley & Sons Class A stock for Q3 2025, down 9.8% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q3 2025 and 47 closed out, a net change of -13 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2025 was Neuberger Berman Group, an estimated $16.7M added.
  • The largest John Wiley & Sons Class A seller in Q3 2025 was Madison Avenue Partners, an estimated $35.6M sold.

Based on aggregated 13F filings for Q3 2025.