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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
Barclays
51
Barclays
United Kingdom
$2.39M -$843K -45,799 -26%
WCM
52
Wedge Capital Management
North Carolina
$2.32M -$126K -6,824 -5%
UBS Group
53
UBS Group
Switzerland
$2.3M -$700K -37,993 -23%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$2.17M +$2.21M +120,073 New
Squarepoint
55
Squarepoint
New York
$2.09M +$2.13M +115,618 New
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.04M
ECM
57
ExodusPoint Capital Management
New York
$1.98M +$1.02M +55,422 +102%
Stifel Financial
58
Stifel Financial
Missouri
$1.94M +$168K +9,136 +9%
UBS AM
59
UBS AM
Illinois
$1.87M +$11K +598 +0.6%
Wells Fargo
60
Wells Fargo
California
$1.81M -$2.45M -132,853 -57%
JF
61
Jump Financial
Illinois
$1.8M +$1.23M +66,696 +201%
VGA
62
Vanguard Global Advisers
Pennsylvania
$1.79M +$1.83M +99,489 New
Creative Planning
63
Creative Planning
Kansas
$1.71M -$112K -6,075 -6%
Millennium Management
64
Millennium Management
New York
$1.59M +$1.43M +77,744 +729%
Voloridge Investment Management
65
Voloridge Investment Management
Florida
$1.51M +$1.54M +83,600 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.49M +$704K +38,243 +86%
SEI Investments
67
SEI Investments
Pennsylvania
$1.48M +$430K +23,348 +40%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$1.48M +$135K +7,332 +10%
Franklin Resources
69
Franklin Resources
California
$1.46M +$271K +14,699 +22%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$1.32M
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$1.29M +$1.32M +71,722 New
Rafferty Asset Management
72
Rafferty Asset Management
New York
$1.26M +$371K +20,163 +41%
AllianceBernstein
73
AllianceBernstein
Tennessee
$1.23M +$331 +18 +0%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$1.22M +$1.25M +67,758 New
BHCM
75
Brevan Howard Capital Management
Jersey
$1.22M +$1.25M +67,690 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.