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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
FBIL
1
First Beijing Investment Ltd
Hong Kong
$384M +$78.8M +1,658,954 +30%
AMH
2
Aspex Management (HK)
Hong Kong
$377M +$52.6M +1,106,716 +19%
Morgan Stanley
3
Morgan Stanley
New York
$247M -$48.8M -1,026,707 -18%
Renaissance Technologies
4
Renaissance Technologies
New York
$182M +$12.7M +267,300 +9%
Alkeon Capital Management
5
Alkeon Capital Management
New York
$118M +$52.4M +1,104,000 +101%
Bank of America
6
Bank of America
North Carolina
$117M -$61.4M -1,292,877 -37%
Goldman Sachs
7
Goldman Sachs
New York
$113M -$9.89M -208,158 -9%
UBS Group
8
UBS Group
Switzerland
$100M -$96.4M -2,028,949 -52%
DG
9
Discerene Group
Connecticut
$85.3M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
10
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$73.1M -$35.4M -745,100 -35%
JP Morgan Chase
11
JP Morgan Chase
New York
$71.7M -$78.3M -1,649,095 -55%
GAMH
12
Greenwoods Asset Management (HK)
Hong Kong
$71.7M -$3.22M -67,821 -5%
BlackRock
13
BlackRock
New York
$69.6M +$3.7M +77,891 +6%
FCM
14
Farallon Capital Management
California
$62.3M -$7.12M -150,000 -11%
BAM
15
Brilliance Asset Management
Hong Kong
$54.8M
Macquarie Group
16
Macquarie Group
Australia
$53.4M +$694K +14,610 +1%
UBS AM
17
UBS AM
Illinois
$50.2M +$44.1M +929,351 +121,962%
CC
18
Cederberg Capital
United Kingdom
$50.1M -$968K -20,382 -2%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$49.7M +$10.9M +228,700 +33%
GCCM
20
Green Court Capital Management
Hong Kong
$46.7M -$5.22M -110,025 -11%
TPC
21
Tiger Pacific Capital
New York
$38.1M +$33.5M +705,393 New
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$34.8M -$17.9M -375,892 -37%
Norges Bank
23
Norges Bank
Norway
$33.7M -$68.7M -1,446,465 -70%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$33.2M -$5.29M -111,406 -15%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$32.9M -$74.8M -1,575,838 -72%

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.