New Oriental
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$248M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$96.2M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$86.2M |
| 4 |
FBIL
First Beijing Investment Ltd
Hong Kong
|
+$41.6M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$40.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$49.8M |
| 2 |
JP Morgan Chase
New York
|
-$46.9M |
| 3 |
AMH
Aspex Management (HK)
Central,
Hong Kong
|
-$46.8M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$43.4M |
| 5 |
Morgan Stanley
New York
|
-$36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IHL
176
Investment House LLC
Redondo Beach,
California
| – | -$531K | -10,000 | Closed |
|
|
BC
177
Bayforest Capital
London,
United Kingdom
| – | -$508K | -9,578 | Closed |
|
|
MAMU
178
Myriad Asset Management US
West Palm Beach,
Florida
| – | -$430K | -8,095 | Closed |
|
|
DS
179
DRW Securities
Chicago,
Illinois
| – | -$373K | -7,065 | Closed |
|
|
CCIA
180
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$356K | -6,707 | Closed |
|
181
SEI Investments
Oaks,
Pennsylvania
| – | -$272K | -5,122 | Closed |
|
|
HT
182
Headlands Technologies
Chicago,
Illinois
| – | -$227K | -4,273 | Closed |
|
|
DFCM
183
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$220K | -4,150 | Closed |
|
|
ASN
184
Advisory Services Network
Atlanta,
Georgia
| – | -$23.9K | -450 | Closed |
|
|
WANY
185
Wealthspire Advisors (New York)
New York
| – | -$5.63K | -106 | Closed |
|
|
RS
186
Rakuten Securities
Tokyo,
Japan
| – | -$3.13K | -59 | Closed |
|
|
PS
187
Principal Securities
Des Moines,
Iowa
| – | -$53 | -1 | Closed |
|
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.