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John Wiley & Sons Class A

268 hedge funds and large institutions have $1.87B invested in John Wiley & Sons Class A in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 86 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

5% more funds holding

Funds holding: 255268 (+13)

1.39% more ownership

Funds ownership: 92.46%93.84% (+1.4%)

1% more capital invested

Capital invested by funds: $1.85B → $1.87B (+$15.7M)

14% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 100

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

92% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $23M

Holders
268
Holders Change
+13
Holders Change %
+5.1%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
45
Increased
86
Reduced
100
Closed
30
Calls
$1.85M
Puts
$23M
Net Calls
-$21.2M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$269M -$4.29M -101,878 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$219M -$10M -238,081 -5%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$128M +$65.4M +1,551,867 +119%
MAP
4
Madison Avenue Partners
New York
$91.6M -$6.54M -155,370 -7%
CCP
5
Clarkston Capital Partners
Michigan
$84.5M -$48.9M -1,161,005 -38%
State Street
6
State Street
Massachusetts
$76.5M +$1.47M +34,782 +2%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$69.4M -$1.29M -30,514 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$67.1M -$853K -20,247 -1%
Morgan Stanley
9
Morgan Stanley
New York
$59M +$4.31M +102,293 +8%
Brown Advisory
10
Brown Advisory
Maryland
$54.8M +$1.85M +43,894 +4%
SCM
11
SG Capital Management
Illinois
$49.6M -$12M -285,408 -20%
PCM
12
Palisade Capital Management
New Jersey
$42.5M -$1.14M -27,006 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$42.4M +$607K +14,401 +2%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$41.6M -$3.16M -75,066 -7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$33.9M -$1.14M -27,156 -3%
Charles Schwab
16
Charles Schwab
California
$30M -$632K -14,994 -2%
OAM
17
Ophir Asset Management
Australia
$27.7M -$14.8M -350,431 -33%
Invesco
18
Invesco
Georgia
$26.5M +$16.5M +391,428 +192%
Raymond James Financial
19
Raymond James Financial
Florida
$26.1M -$6.38M -151,558 -21%
JP Morgan Chase
20
JP Morgan Chase
New York
$25.5M +$3.85M +91,294 +19%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$23.6M +$17M +403,389 +323%
Northern Trust
22
Northern Trust
Illinois
$19.3M -$318K -7,557 -2%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$13.4M +$49.4K +1,173 +0.4%
Bank of America
24
Bank of America
North Carolina
$12.5M -$1.33M -31,556 -10%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$11M +$243K +5,775 +2%

WLY Hedge Fund Activity: Q2 2025 in Review

268 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2025, worth a combined $1.87B — up 0.85% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WLY positions and 30 closed out — a net gain of 15 holders — while 86 added to existing stakes and 100 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $65.4M. The largest seller was Clarkston Capital Partners, cutting an estimated $48.9M.

  • 268 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2025, up from 255 in Q1 2025.
  • Funds reported $1.87B of John Wiley & Sons Class A stock for Q2 2025, up 0.85% quarter-over-quarter.
  • 45 funds opened new John Wiley & Sons Class A positions in Q2 2025 and 30 closed out, a net change of +15 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2025 was Neuberger Berman Group, an estimated $65.4M added.
  • The largest John Wiley & Sons Class A seller in Q2 2025 was Clarkston Capital Partners, an estimated $48.9M sold.

Based on aggregated 13F filings for Q2 2025.