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OceanFirst Financial

188 hedge funds and large institutions have $765M invested in OceanFirst Financial in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.82% more ownership

Funds ownership: 74.03%75.85% (+1.8%)

0% more capital invested

Capital invested by funds: $761M → $765M (+$3.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 193188 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

Holders
188
Holders Change
-5
Holders Change %
-2.59%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
57
Reduced
78
Closed
17
Calls
$209K
Puts
Net Calls
+$209K
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$6.93M +$2.2M +123,150 +45%
Two Sigma Investments
27
Two Sigma Investments
New York
$6.84M +$168K +9,422 +2%
BCM
28
Bridgeway Capital Management
Texas
$5.56M +$257K +14,383 +5%
CA
29
CSM Advisors
Pennsylvania
$5.01M -$156K -8,717 -3%
Goldman Sachs
30
Goldman Sachs
New York
$4.74M +$445K +24,912 +10%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$3.92M
Verition Fund Management
32
Verition Fund Management
Connecticut
$3.85M -$1.28M -71,721 -25%
Wells Fargo
33
Wells Fargo
California
$3.65M +$295K +16,509 +9%
KIM
34
Kestrel Investment Management
California
$3.59M +$3.65M +204,150 New
EF
35
Empowered Funds
Pennsylvania
$3.35M +$257K +14,383 +8%
Morgan Stanley
36
Morgan Stanley
New York
$3.2M -$634K -35,510 -16%
HAI
37
Hennessy Advisors Inc
California
$3.07M -$268K -15,000 -8%
Renaissance Technologies
38
Renaissance Technologies
New York
$2.89M -$48.4K -2,709 -2%
TAM
39
Third Avenue Management
New York
$2.82M +$1.66K +93 +0.1%
GI
40
GAMCO Investors
Connecticut
$2.79M
Barclays
41
Barclays
United Kingdom
$2.67M -$3.64M -203,765 -57%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$2.62M -$1.16M -64,657 -30%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$2.52M -$840 -47 -0%
WCM
44
Wedge Capital Management
North Carolina
$2.43M -$213K -11,945 -8%
AC
45
Addison Capital
Pennsylvania
$2.38M -$151K -8,441 -6%
Federated Hermes
46
Federated Hermes
Pennsylvania
$2.25M -$358K -20,011 -13%
BA
47
Bridgewater Associates
Connecticut
$2.15M +$225K +12,578 +11%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.99M +$28.6K +1,600 +1%
UBS AM
49
UBS AM
Illinois
$1.89M -$1.63M -91,331 -46%
Franklin Resources
50
Franklin Resources
California
$1.8M +$108K +6,054 +6%

OCFC Hedge Fund Activity: Q3 2025 in Review

188 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q3 2025, worth a combined $765M — up 0.47% from $761M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of OCFC and 14 opened new positions — a net loss of 3 holders — while 78 trimmed existing stakes and 57 added.

The largest buyer was Wellington Management Group, adding an estimated $21.1M. The largest seller was BlackRock, cutting an estimated $5.77M.

  • 188 institutional investors held OceanFirst Financial (OCFC) as of Q3 2025, down from 193 in Q2 2025.
  • Funds reported $765M of OceanFirst Financial stock for Q3 2025, up 0.47% quarter-over-quarter.
  • 14 funds opened new OceanFirst Financial positions in Q3 2025 and 17 closed out, a net change of -3 holders.
  • The largest OceanFirst Financial buyer in Q3 2025 was Wellington Management Group, an estimated $21.1M added.
  • The largest OceanFirst Financial seller in Q3 2025 was BlackRock, an estimated $5.77M sold.

Based on aggregated 13F filings for Q3 2025.