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OceanFirst Financial

193 hedge funds and large institutions have $761M invested in OceanFirst Financial in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 70 increasing their positions, 74 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,900% more call options, than puts

Call options by funds: $280K | Put options by funds: $7K

3% more capital invested

Capital invested by funds: $740M → $761M (+$20.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.29% less ownership

Funds ownership: 74.32%74.03% (-0.29%)

5% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 74

6% less funds holding

Funds holding: 205193 (-12)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
193
Holders Change
-12
Holders Change %
-5.85%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
70
Reduced
74
Closed
23
Calls
$280K
Puts
$7K
Net Calls
+$273K
Net Calls Change
+$279K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$6.69M +$758K +45,441 +14%
Barclays
27
Barclays
United Kingdom
$6.27M +$280K +16,804 +5%
BCM
28
Bridgeway Capital Management
Texas
$5.31M +$600K +35,998 +14%
CA
29
CSM Advisors
Pennsylvania
$5.18M +$4.91M +294,184 New
Verition Fund Management
30
Verition Fund Management
Connecticut
$5.13M -$3.38M -202,847 -41%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$4.78M -$21.5K -1,290 -0.5%
Goldman Sachs
32
Goldman Sachs
New York
$4.31M -$2.56M -153,707 -39%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$3.93M -$61K -3,656 -2%
Morgan Stanley
34
Morgan Stanley
New York
$3.84M -$775K -46,506 -18%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$3.76M +$927K +55,609 +35%
UBS AM
36
UBS AM
Illinois
$3.51M +$950K +56,987 +40%
Wells Fargo
37
Wells Fargo
California
$3.36M +$258K +15,451 +9%
HAI
38
Hennessy Advisors Inc
California
$3.35M
EF
39
Empowered Funds
Pennsylvania
$3.11M +$600K +35,998 +26%
Renaissance Technologies
40
Renaissance Technologies
New York
$2.94M +$504K +30,209 +22%
TAM
41
Third Avenue Management
New York
$2.86M +$760K +45,595 +39%
GI
42
GAMCO Investors
Connecticut
$2.8M
UBS Group
43
UBS Group
Switzerland
$2.79M -$665K -39,862 -20%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$2.73M -$669K -40,151 -21%
WCM
45
Wedge Capital Management
North Carolina
$2.64M +$219K +13,154 +10%
Federated Hermes
46
Federated Hermes
Pennsylvania
$2.61M -$91.4K -5,482 -4%
AC
47
Addison Capital
Pennsylvania
$2.53M +$2.28K +137 +0.1%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$2.52M -$44.2K -2,653 -2%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$2.34M -$1.44M -86,644 -39%
FL
50
Fourthstone LLC
Missouri
$1.99M +$626K +37,566 +50%

OCFC Hedge Fund Activity: Q2 2025 in Review

193 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q2 2025, worth a combined $761M — up 2.8% from $740M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of OCFC and 16 opened new positions — a net loss of 7 holders — while 74 trimmed existing stakes and 70 added.

The largest buyer was Royce & Associates, adding an estimated $7.42M. The largest seller was Verition Fund Management, cutting an estimated $3.38M.

  • 193 institutional investors held OceanFirst Financial (OCFC) as of Q2 2025, down from 205 in Q1 2025.
  • Funds reported $761M of OceanFirst Financial stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 16 funds opened new OceanFirst Financial positions in Q2 2025 and 23 closed out, a net change of -7 holders.
  • The largest OceanFirst Financial buyer in Q2 2025 was Royce & Associates, an estimated $7.42M added.
  • The largest OceanFirst Financial seller in Q2 2025 was Verition Fund Management, an estimated $3.38M sold.

Based on aggregated 13F filings for Q2 2025.