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OceanFirst Financial
OCFC

185 hedge funds and large institutions have $825M invested in OceanFirst Financial in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $573K | Put options by funds: $361K

8% more capital invested

Capital invested by funds: $765M → $825M (+$59.8M)

4.19% more ownership

Funds ownership: 75.85% → 80.04% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 188 → 185 (-3)

28% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 74

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
53
Reduced
74
Closed
24
Calls
$573K
Puts
$361K
Net Calls
+$212K
Net Calls Change
+$3K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$40.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$16.4M
3
Two Sigma Investments
Two Sigma Investments
New York
+$3.07M
4
Bessemer Group
Bessemer Group
New Jersey
+$2.96M
5
First Trust Advisors
First Trust Advisors
Illinois
+$2.65M

Top Sellers

1
BlackRock
BlackRock
New York
-$8.55M
2
RA
Royce & Associates
New York
-$5.53M
3
EF
Empowered Funds
Pennsylvania
-$3.35M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$2.25M
5
N
Nuveen
North Carolina
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$7.98M -$566K -30,274 -6%
Bank of America
27
Bank of America
North Carolina
$7.63M -$943K -50,461 -11%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$6.6M -$496K -26,555 -7%
CA
29
CSM Advisors
Pennsylvania
$5.79M +$691K +36,947 +13%
Goldman Sachs
30
Goldman Sachs
New York
$5.68M +$878K +46,950 +17%
BCM
31
Bridgeway Capital Management
Texas
$5.68M – – –
Morgan Stanley
32
Morgan Stanley
New York
$5.16M +$1.96M +104,894 +58%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$4.21M +$212K +11,359 +5%
Wells Fargo
34
Wells Fargo
California
$4.18M +$475K +25,439 +12%
KIM
35
Kestrel Investment Management
California
$3.54M -$133K -7,100 -3%
TAM
36
Third Avenue Management
New York
$3.46M +$570K +30,476 +19%
First Trust Advisors
37
First Trust Advisors
Illinois
$3.39M +$2.65M +141,879 +302%
Verition Fund Management
38
Verition Fund Management
Connecticut
$3.39M -$571K -30,558 -14%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$3.34M +$803K +42,957 +30%
HAI
40
Hennessy Advisors Inc
California
$3.23M +$93.5K +5,000 +3%
Barclays
41
Barclays
United Kingdom
$3.2M +$491K +26,276 +17%
UBS Group
42
UBS Group
Switzerland
$2.97M +$1.24M +66,185 +67%
GI
43
GAMCO Investors
Connecticut
$2.85M – – –
Bessemer Group
44
Bessemer Group
New Jersey
$2.84M +$2.96M +158,180 New
Renaissance Technologies
45
Renaissance Technologies
New York
$2.57M -$398K -21,300 -13%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$2.55M -$127K -6,816 -5%
WCM
47
Wedge Capital Management
North Carolina
$2.43M -$52.7K -2,817 -2%
AC
48
Addison Capital
Pennsylvania
$2.2M -$235K -12,566 -9%
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.03M – – –
UBS AM
50
UBS AM
Illinois
$1.85M -$92.9K -4,972 -5%
1
2
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OCFC Hedge Fund Activity: Q4 2025 in Review

185 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2025, worth a combined $825M — up 7.8% from $765M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of OCFC and 22 opened new positions — a net loss of 2 holders — while 74 trimmed existing stakes and 53 added.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $40.6M. The largest seller was BlackRock, cutting an estimated $8.55M.

  • 185 institutional investors held OceanFirst Financial (OCFC) as of Q4 2025, down from 188 in Q3 2025.
  • Funds reported $825M of OceanFirst Financial stock for Q4 2025, up 7.8% quarter-over-quarter.
  • 22 funds opened new OceanFirst Financial positions in Q4 2025 and 24 closed out, a net change of -2 holders.
  • The largest OceanFirst Financial buyer in Q4 2025 was T. Rowe Price Investment Management, an estimated $40.6M added.
  • The largest OceanFirst Financial seller in Q4 2025 was BlackRock, an estimated $8.55M sold.

Based on aggregated 13F filings for Q4 2025.