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OceanFirst Financial

206 hedge funds and large institutions have $906M invested in OceanFirst Financial in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

11% more funds holding

Funds holding: 185206 (+21)

10% more capital invested

Capital invested by funds: $825M → $906M (+$81.3M)

7.47% more ownership

Funds ownership: 80.04%87.51% (+7.5%)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

Holders
206
Holders Change
+21
Holders Change %
+11.35%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
42
Increased
66
Reduced
61
Closed
15
Calls
$366K
Puts
Net Calls
+$366K
Net Calls Change
+$154K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$9.28M +$8.5M +461,915 +882%
Northern Trust
27
Northern Trust
Illinois
$9.05M +$381K +20,707 +4%
Bank of America
28
Bank of America
North Carolina
$8.9M +$1.26M +68,347 +16%
RA
29
Royce & Associates
New York
$8.74M -$16.2M -882,118 -65%
LSV Asset Management
30
LSV Asset Management
Illinois
$8.7M -$446K -24,200 -5%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$8.48M +$34.9K +1,896 +0.4%
AQR Capital Management
32
AQR Capital Management
Connecticut
$7.27M -$764K -41,508 -9%
Morgan Stanley
33
Morgan Stanley
New York
$7.26M +$2.13M +115,500 +40%
VFT
34
Vanguard Fiduciary Trust
Pennsylvania
$6.63M +$6.77M +367,505 New
BCM
35
Bridgeway Capital Management
Texas
$5.82M +$123K +6,658 +2%
CA
36
CSM Advisors
Pennsylvania
$5.79M -$31.2K -1,696 -0.5%
Renaissance Technologies
37
Renaissance Technologies
New York
$5.54M +$3.03M +164,313 +115%
First Trust Advisors
38
First Trust Advisors
Illinois
$4.98M +$1.6M +86,951 +46%
GCM
39
Glendon Capital Management
California
$4.97M +$5.07M +275,500 New
TAM
40
Third Avenue Management
New York
$4.45M +$992K +53,855 +28%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$4.26M +$22.7K +1,232 +0.5%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$4.06M +$714K +38,767 +21%
EF
43
Empowered Funds
Pennsylvania
$3.79M +$3.87M +210,107 New
HAI
44
Hennessy Advisors Inc
California
$3.52M +$276K +15,000 +8%
JAM
45
Jupiter Asset Management
United Kingdom
$3.3M +$3.37M +183,046 New
Russell Investments Group
46
Russell Investments Group
United Kingdom
$3.04M -$3.67M -199,273 -54%
AC
47
Addison Capital
Pennsylvania
$2.98M +$782K +42,450 +35%
GI
48
GAMCO Investors
Connecticut
$2.87M
Bessemer Group
49
Bessemer Group
New Jersey
$2.85M
Man Group
50
Man Group
United Kingdom
$2.72M +$2.78M +150,834 New

OCFC Hedge Fund Activity: Q1 2026 in Review

206 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2026, worth a combined $906M — up 9.9% from $825M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new OCFC positions and 15 closed out — a net gain of 27 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was State Street, adding an estimated $19.6M. The largest seller was Royce & Associates, cutting an estimated $16.2M.

  • 206 institutional investors held OceanFirst Financial (OCFC) as of Q1 2026, up from 185 in Q4 2025.
  • Funds reported $906M of OceanFirst Financial stock for Q1 2026, up 9.9% quarter-over-quarter.
  • 42 funds opened new OceanFirst Financial positions in Q1 2026 and 15 closed out, a net change of +27 holders.
  • The largest OceanFirst Financial buyer in Q1 2026 was State Street, an estimated $19.6M added.
  • The largest OceanFirst Financial seller in Q1 2026 was Royce & Associates, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2026.