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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
BlackRock
1
BlackRock
New York
$242M -$1.78M -44,138 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$195M -$3.54M -87,607 -2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$132M +$16.7M +414,814 +15%
CCP
4
Clarkston Capital Partners
Michigan
$89.4M +$12.7M +315,329 +17%
State Street
5
State Street
Massachusetts
$67.7M -$1.71M -42,403 -2%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$63.7M +$770K +19,067 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$63M +$2.23M +55,155 +4%
SCM
8
SG Capital Management
Illinois
$59.7M +$14.6M +362,866 +33%
Morgan Stanley
9
Morgan Stanley
New York
$55.4M +$1.86M +46,162 +3%
Brown Advisory
10
Brown Advisory
Maryland
$48.8M -$920K -22,785 -2%
MAP
11
Madison Avenue Partners
New York
$47.4M -$35.6M -882,072 -43%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$38.8M +$352K +8,731 +0.9%
PCM
13
Palisade Capital Management
New Jersey
$38.1M -$441K -10,926 -1%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$35.6M -$2.15M -53,159 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$29.6M -$1.16M -28,755 -4%
Charles Schwab
16
Charles Schwab
California
$27.2M +$44.5K +1,103 +0.2%
JP Morgan Chase
17
JP Morgan Chase
New York
$26.3M +$3.17M +78,595 +14%
Invesco
18
Invesco
Georgia
$23.9M -$131K -3,257 -0.5%
Raymond James Financial
19
Raymond James Financial
Florida
$22.9M -$781K -19,356 -3%
OAM
20
Ophir Asset Management
Australia
$20M -$8.42M -208,531 -30%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$18.6M -$2.79M -69,069 -13%
IECM
22
Intrinsic Edge Capital Management
Illinois
$18M +$11.9M +295,618 +197%
Northern Trust
23
Northern Trust
Illinois
$16.8M -$643K -15,937 -4%
NPIC
24
Neumeier Poma Investment Counsel
California
$16M +$16M +395,640 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$12.6M +$3.64M +90,040 +41%

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.