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New Oriental

166 hedge funds and large institutions have $2.96B invested in New Oriental in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28.34% more ownership

Funds ownership: 3.97%32.31% (+28%)

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

3% less capital invested

Capital invested by funds: $3.06B → $2.96B (-$98.7M)

1% less funds holding

Funds holding: 168166 (-2)

15% less call options, than puts

Call options by funds: $36.4M | Put options by funds: $42.6M

39% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 66

Holders
166
Holders Change
-2
Holders Change %
-1.19%
% of All Funds
2.19%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.24%
New
32
Increased
40
Reduced
66
Closed
32
Calls
$36.4M
Puts
$42.6M
Net Calls
-$6.21M
Net Calls Change
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
151
Blue Trust Inc
Georgia
$2.7K -$9.36K -197 -80%
AF
152
Allworth Financial
California
$2.54K
NC
153
NewSquare Capital
Pennsylvania
$2.05K +$1.8K +38 New
Lazard Asset Management
154
Lazard Asset Management
New York
$2K -$1.68M -35,473 -100%
CYG
155
Clean Yield Group
Vermont
$1.94K
GSWM
156
Golden State Wealth Management
California
$1.51K +$570 +12 +75%
Jones Financial Companies
157
Jones Financial Companies
Missouri
$1.35K
GRP
158
Global Retirement Partners
California
$1.08K +$950 +20 New
KFI
159
Key Financial Inc
Pennsylvania
$863 +$760 +16 New
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$701
CIAM
161
Caitong International Asset Management
Hong Kong
$378 -$71.5K -1,505 -100%
Russell Investments Group
162
Russell Investments Group
United Kingdom
$378
RAM
163
Ramirez Asset Management
New York
$341 -$675K -14,209 -100%
PS
164
Principal Securities
Iowa
$324 -$1.09K -23 -79%
AWM
165
Abound Wealth Management
Tennessee
$162
HNB
166
Huntington National Bank
Ohio
$1
T. Rowe Price Associates
167
T. Rowe Price Associates
Maryland
-$71M -1,484,786 Closed
APG Asset Management
168
APG Asset Management
Netherlands
-$9.81M -221,600 Closed
Two Sigma Investments
169
Two Sigma Investments
New York
-$9.86M -206,168 Closed
SC
170
Sylebra Capital
California
-$9.18M -192,024 Closed
Voloridge Investment Management
171
Voloridge Investment Management
Florida
-$7.98M -166,880 Closed
Marshall Wace
172
Marshall Wace
United Kingdom
-$6.51M -136,187 Closed
PAMI
173
Perseverance Asset Management International
Cayman Islands
-$4.01M -83,832 Closed
Balyasny Asset Management
174
Balyasny Asset Management
Illinois
-$3.96M -82,766 Closed
B
175
Barings
North Carolina
-$3.46M -72,337 Closed

EDU Hedge Fund Activity: Q2 2025 in Review

166 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2025, worth a combined $2.96B — down 3.2% from $3.06B a quarter earlier.

Fund positioning in EDU was balanced in Q2 2025: 32 funds opened new positions, 32 closed out, 40 added to existing stakes and 66 trimmed.

The largest buyer was First Beijing Investment Ltd, adding an estimated $78.8M. The largest seller was UBS Group, cutting an estimated $96.4M.

  • 166 institutional investors held New Oriental (EDU) as of Q2 2025, down from 168 in Q1 2025.
  • Funds reported $2.96B of New Oriental stock for Q2 2025, down 3.2% quarter-over-quarter.
  • 32 funds opened new New Oriental positions in Q2 2025 and 32 closed out, a net change of 0 holders.
  • The largest New Oriental buyer in Q2 2025 was First Beijing Investment Ltd, an estimated $78.8M added.
  • The largest New Oriental seller in Q2 2025 was UBS Group, an estimated $96.4M sold.

Based on aggregated 13F filings for Q2 2025.