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New Oriental

155 hedge funds and large institutions have $2.6B 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

3.46% less ownership

Funds ownership: 32.31%28.84% (-3.5%)

7% less funds holding

Funds holding: 167155 (-12)

12% less capital invested

Capital invested by funds: $2.96B → $2.6B (-$361M)

28% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 61

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
155
Holders Change
-12
Holders Change %
-7.19%
% of All Funds
2.03%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
24
Increased
44
Reduced
61
Closed
35
Calls
$23M
Puts
$32.8M
Net Calls
-$9.76M
Net Calls Change
-$3.55M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
126
Advisory Services Network
Georgia
$23.9K +$22.2K +450 New
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$21K -$99 -2 -0.5%
SO
128
STRS Ohio
Ohio
$20.7K -$642 -13 -3%
SS
129
Sunbelt Securities
Texas
$12.9K
EWA
130
EverSource Wealth Advisors
Alabama
$11.8K -$4.44K -90 -29%
TFGT
131
TS Financial Group (TSFG)
Illinois
$11K
Wells Fargo
132
Wells Fargo
California
$9.74K
FFA
133
Farther Finance Advisors
California
$6.85K +$148 +3 +2%
WANY
134
Wealthspire Advisors (New York)
New York
$5.63K +$5.23K +106 New
Jones Financial Companies
135
Jones Financial Companies
Missouri
$5.13K +$3.7K +75 +300%
Osaic Holdings
136
Osaic Holdings
Arizona
$3.93K -$23.6K -478 -86%
AssetMark Inc
137
AssetMark Inc
California
$3.45K -$148 -3 -4%
RS
138
Rakuten Securities
Japan
$3.13K +$2.91K +59 New
BTI
139
Blue Trust Inc
Georgia
$2.65K
AF
140
Allworth Financial
California
$2.5K
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$2.23K +$2.07K +42 New
SAM
142
Smartleaf Asset Management
Massachusetts
$1.93K +$1.78K +36 New
CYG
143
Clean Yield Group
Vermont
$1.91K
BIA
144
Bell Investment Advisors
California
$1.54K -$1.04K -21 -42%
GSWM
145
Golden State Wealth Management
California
$1.49K
TWD
146
True Wealth Design
Ohio
$1.38K +$1.28K +26 New
GRP
147
Global Retirement Partners
California
$1.06K
KFI
148
Key Financial Inc
Pennsylvania
$852
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$690
Russell Investments Group
150
Russell Investments Group
United Kingdom
$371

EDU Hedge Fund Activity: Q3 2025 in Review

155 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2025, worth a combined $2.6B — down 12% from $2.96B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of EDU and 24 opened new positions — a net loss of 11 holders — while 61 trimmed existing stakes and 44 added.

The largest buyer was First Beijing Investment Ltd, adding an estimated $110M. The largest seller was Aspex Management (HK), cutting an estimated $54.4M.

  • 155 institutional investors held New Oriental (EDU) as of Q3 2025, down from 167 in Q2 2025.
  • Funds reported $2.6B of New Oriental stock for Q3 2025, down 12% quarter-over-quarter.
  • 24 funds opened new New Oriental positions in Q3 2025 and 35 closed out, a net change of -11 holders.
  • The largest New Oriental buyer in Q3 2025 was First Beijing Investment Ltd, an estimated $110M added.
  • The largest New Oriental seller in Q3 2025 was Aspex Management (HK), an estimated $54.4M sold.

Based on aggregated 13F filings for Q3 2025.