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New Oriental
EDU

165 hedge funds and large institutions have $2.92B invested in New Oriental in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

12% more capital invested

Capital invested by funds: $2.6B → $2.92B (+$324M)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

7% more funds holding

Funds holding: 154 → 165 (+11)

4.79% more ownership

Funds ownership: 28.84% → 33.63% (+4.8%)

4% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 49

16% less call options, than puts

Call options by funds: $44.9M | Put options by funds: $53.7M

Holders
165
Holders Change
+11
Holders Change %
+7.14%
% of All Funds
2.01%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
36
Increased
47
Reduced
49
Closed
22
Calls
$44.9M
Puts
$53.7M
Net Calls
-$8.71M
Net Calls Change
+$1.04M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$248M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$96.2M
3
UBS AM
UBS AM
Illinois
+$86.2M
4
FBIL
First Beijing Investment Ltd
Hong Kong
+$41.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$40.4M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$49.8M
2
JP Morgan Chase
JP Morgan Chase
New York
-$46.9M
3
AMH
Aspex Management (HK)
Hong Kong
-$46.8M
4
Macquarie Group
Macquarie Group
Australia
-$43.4M
5
Morgan Stanley
Morgan Stanley
New York
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
151
Bell Investment Advisors
California
$1.6K – – –
TRCT
152
Tower Research Capital (TRC)
New York
$1.05K -$77.8K -1,420 -99%
GSWM
153
Golden State Wealth Management
California
$880 -$658 -12 -43%
KFI
154
Key Financial Inc
Pennsylvania
$880 – – –
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$715 – – –
NSIM
156
North Star Investment Management
Illinois
$495 +$493 +9 New
GRP
157
Global Retirement Partners
California
$452 -$658 -12 -60%
CIAM
158
Caitong International Asset Management
Hong Kong
$330 -$28.1K -513 -99%
AAP
159
Arax Advisory Partners
Colorado
$330 +$329 +6 New
FC
160
Financial Consulate
Maryland
$276 +$274 +5 New
AWM
161
Abound Wealth Management
Tennessee
$166 – – –
CFB
162
Cullen/Frost Bankers
Texas
$110 +$110 +2 New
RAM
163
Ramirez Asset Management
New York
$85 – – –
RFP
164
Root Financial Partners
California
$55 +$55 +1 New
HNB
165
Huntington National Bank
Ohio
$1 – – –
Macquarie Group
166
Macquarie Group
Australia
– -$43.4M -816,848 Closed
Wellington Management Group
167
Wellington Management Group
Massachusetts
– -$32.8M -618,307 Closed
BAM
168
Brilliance Asset Management
Hong Kong
– -$13M -244,534 Closed
HVCM
169
Hel Ved Capital Management
Hong Kong
– -$10.9M -206,200 Closed
YIH
170
Y-Intercept (HK)
Hong Kong
– -$2.79M -52,487 Closed
Arrowstreet Capital
171
Arrowstreet Capital
Massachusetts
– -$2.31M -43,512 Closed
OC
172
Optimas Capital
Hong Kong
– -$1.97M -37,200 Closed
HF
173
HRT Financial
New York
– -$1.65M -31,056 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
174
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$1.03M -19,363 Closed
Simplex Trading
175
Simplex Trading
Illinois
– -$884K -16,676 Closed
4 5 6
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EDU Hedge Fund Activity: Q4 2025 in Review

165 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2025, worth a combined $2.92B — up 12% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EDU positions and 22 closed out — a net gain of 14 holders — while 47 added to existing stakes and 49 trimmed.

The largest buyer was Invesco, adding an estimated $248M. The largest seller was UBS Group, cutting an estimated $49.8M.

  • 165 institutional investors held New Oriental (EDU) as of Q4 2025, up from 154 in Q3 2025.
  • Funds reported $2.92B of New Oriental stock for Q4 2025, up 12% quarter-over-quarter.
  • 36 funds opened new New Oriental positions in Q4 2025 and 22 closed out, a net change of +14 holders.
  • The largest New Oriental buyer in Q4 2025 was Invesco, an estimated $248M added.
  • The largest New Oriental seller in Q4 2025 was UBS Group, an estimated $49.8M sold.

Based on aggregated 13F filings for Q4 2025.