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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
BlackRock
1
BlackRock
New York
$273M -$13M -308,653 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$229M -$7.51M -177,828 -3%
CCP
3
Clarkston Capital Partners
Michigan
$136M +$195K +4,618 +0.2%
MAP
4
Madison Avenue Partners
New York
$98.4M +$4.7M +111,273 +5%
State Street
5
State Street
Massachusetts
$74.8M -$3.18M -75,171 -4%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$70.6M +$25.2M +596,375 +60%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$67.9M +$663K +15,698 +1%
SCM
8
SG Capital Management
Illinois
$62.3M +$19M +449,977 +47%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$58.2M +$54.6M +1,291,011 +8,645%
Morgan Stanley
10
Morgan Stanley
New York
$54.4M +$5.81M +137,605 +13%
Brown Advisory
11
Brown Advisory
Maryland
$52.8M +$6.68M +158,192 +15%
OAM
12
Ophir Asset Management
Australia
$46.9M -$1.71M -40,390 -4%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$44.9M -$1.95M -46,217 -4%
PCM
14
Palisade Capital Management
New Jersey
$43.7M -$295K -6,983 -0.7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$41.7M +$775K +18,334 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$35.1M -$13.9M -328,780 -29%
Raymond James Financial
17
Raymond James Financial
Florida
$32.8M -$2.64M -62,447 -8%
Charles Schwab
18
Charles Schwab
California
$30.6M -$227K -5,372 -0.8%
JP Morgan Chase
19
JP Morgan Chase
New York
$21.4M -$1.95M -46,128 -9%
Northern Trust
20
Northern Trust
Illinois
$19.6M -$36K -853 -0.2%
Bank of America
21
Bank of America
North Carolina
$13.9M +$9.41M +222,715 +250%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$13.3M +$59.5K +1,409 +0.5%
Public Sector Pension Investment Board (PSP Investments)
23
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.3M +$7.37M +174,367 +170%
UBS Group
24
UBS Group
Switzerland
$11.2M -$2.53M -59,854 -19%
N
25
Nuveen
North Carolina
$10.8M -$2.72M -64,355 -21%

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.