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New Oriental

153 hedge funds and large institutions have $2.59B invested in New Oriental in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

30% less call options, than puts

Call options by funds: $23M | Put options by funds: $32.8M

31% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 35

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23M
Puts
$32.8M
Net Calls
Net Calls Change

Top Buyers

1 +$110M
2 +$29.5M
3 +$20.3M
4
MM
Monolith Management
Hong Kong
+$11.9M
5
Barclays
Barclays
United Kingdom
+$10.9M

Top Sellers

1 -$54.4M
2 -$50.2M
3 -$38.1M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$36.8M
5
Morgan Stanley
Morgan Stanley
New York
-$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$21K
SO
127
STRS Ohio
Ohio
$20.7K
SS
128
Sunbelt Securities
Texas
$12.9K
EWA
129
EverSource Wealth Advisors
Alabama
$11.8K
TFGT
130
TS Financial Group (TSFG)
Illinois
$11K
Wells Fargo
131
Wells Fargo
California
$9.74K
FFA
132
Farther Finance Advisors
California
$6.85K
WANY
133
Wealthspire Advisors (New York)
New York
$5.63K
Jones Financial Companies
134
Jones Financial Companies
Missouri
$5.13K
Osaic Holdings
135
Osaic Holdings
Arizona
$3.93K
AssetMark Inc
136
AssetMark Inc
California
$3.45K
RS
137
Rakuten Securities
Japan
$3.13K
BTI
138
Blue Trust Inc
Georgia
$2.65K
AF
139
Allworth Financial
California
$2.5K
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$2.23K
SAM
141
Smartleaf Asset Management
Massachusetts
$1.93K
CYG
142
Clean Yield Group
Vermont
$1.91K
BIA
143
Bell Investment Advisors
California
$1.54K
GSWM
144
Golden State Wealth Management
California
$1.49K
TWD
145
True Wealth Design
Ohio
$1.38K
GRP
146
Global Retirement Partners
California
$1.06K
KFI
147
Key Financial Inc
Pennsylvania
$852
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$690
Russell Investments Group
149
Russell Investments Group
United Kingdom
$371
AWM
150
Abound Wealth Management
Tennessee
$160