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.
3.46% less ownership
Funds ownership: 32.31% → 28.84% (-3.5%)
7% less funds holding
Funds holding: 167 → 155 (-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: 18 → 12 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FBIL
First Beijing Investment Ltd
Hong Kong
|
+$110M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$29.5M |
| 3 |
SCMS
Serenity Capital Management (Singapore)
Singapore
|
+$20.3M |
| 4 |
MM
Monolith Management
Hong Kong
|
+$11.9M |
| 5 |
Barclays
London,
United Kingdom
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMH
Aspex Management (HK)
Central,
Hong Kong
|
-$54.4M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$50.2M |
| 3 |
BAM
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
|
-$38.1M |
| 4 |
Alkeon Capital Management
New York
|
-$36.8M |
| 5 |
Morgan Stanley
New York
|
-$35.4M |
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.