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New Oriental

178 hedge funds and large institutions have $2.91B invested in New Oriental in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

40% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 45

8% more funds holding

Funds holding: 165178 (+13)

1% less capital invested

Capital invested by funds: $2.92B → $2.91B (-$16.3M)

1.14% less ownership

Funds ownership: 33.63%32.49% (-1.1%)

21% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $35.9M

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
178
Holders Change
+13
Holders Change %
+7.88%
% of All Funds
2.19%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
36
Increased
63
Reduced
45
Closed
20
Calls
$28.4M
Puts
$35.9M
Net Calls
-$7.48M
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
151
TS Financial Group (TSFG)
Illinois
$11K
Wells Fargo
152
Wells Fargo
California
$9.94K -$6.63K -116 -40%
BC
153
Bayforest Capital
United Kingdom
$7.19K +$7.25K +127 New
Jones Financial Companies
154
Jones Financial Companies
Missouri
$5.45K
SO
155
STRS Ohio
Ohio
$5.15K -$571 -10 -10%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$3.91K +$3.2K +56 +431%
EI
157
EFG International
$2.83K
TWD
158
True Wealth Design
Ohio
$2.77K +$457 +8 +20%
AF
159
Allworth Financial
California
$2.66K
TFA
160
Transamerica Financial Advisors
Florida
$2.66K +$2.69K +47 New
BTI
161
Blue Trust Inc
Georgia
$2.55K -$114 -2 -4%
FC
162
Financial Consulate
Maryland
$2.21K +$1.94K +34 +680%
CYG
163
Clean Yield Group
Vermont
$2.04K
SAM
164
Smartleaf Asset Management
Massachusetts
$1.97K
Osaic Holdings
165
Osaic Holdings
Arizona
$1.73K -$400 -7 -19%
BIA
166
Bell Investment Advisors
California
$1.64K
LFG
167
Larson Financial Group
Missouri
$1.59K +$1.6K +28 New
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$1.42K +$1.43K +25 New
GSWM
169
Golden State Wealth Management
California
$906
KFI
170
Key Financial Inc
Pennsylvania
$906
VCM
171
Versant Capital Management
Arizona
$680 +$686 +12 New
CIAM
172
Caitong International Asset Management
Hong Kong
$510 +$171 +3 +50%
Russell Investments Group
173
Russell Investments Group
United Kingdom
$396 -$9.43K -165 -96%
IAS
174
IMA Advisory Services
Colorado
$113 +$114 +2 New
SHIM
175
Stone House Investment Management
Pennsylvania
$113 +$114 +2 New