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OceanFirst Financial

205 hedge funds and large institutions have $740M invested in OceanFirst Financial in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 67

4% more funds holding

Funds holding: 197205 (+8)

0.84% more ownership

Funds ownership: 73.48%74.32% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $778M → $740M (-$37.4M)

67% less call options, than puts

Call options by funds: $3K | Put options by funds: $9K

Holders
205
Holders Change
+8
Holders Change %
+4.06%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
79
Reduced
67
Closed
14
Calls
$3K
Puts
$9K
Net Calls
-$6K
Net Calls Change
-$894K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
51
Third Avenue Management
New York
$1.98M +$993K +55,784 +92%
Swiss National Bank
52
Swiss National Bank
Switzerland
$1.93M -$23.1K -1,300 -1%
Jacobs Levy Equity Management
53
Jacobs Levy Equity Management
New Jersey
$1.72M -$49K -2,754 -3%
CRC
54
Curi RMB Capital
Illinois
$1.7M +$890K +50,000 +100%
MCA
55
Mendon Capital Advisors
Florida
$1.7M +$890K +50,000 +100%
Franklin Resources
56
Franklin Resources
California
$1.64M +$42K +2,360 +3%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.57M +$996K +55,932 +154%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$1.52M -$82.3K -4,625 -5%
Jane Street
59
Jane Street
New York
$1.5M +$813K +45,673 +107%
FL
60
Fourthstone LLC
Missouri
$1.29M +$1.34M +75,547 New
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$1.27M +$888K +49,895 +203%
EGM
62
Engineers Gate Manager
New York
$1.23M +$395K +22,171 +44%
Citigroup
63
Citigroup
New York
$1.23M -$164K -9,232 -11%
Mariner
64
Mariner
Kansas
$1.22M +$96.1K +5,397 +8%
AllianceBernstein
65
AllianceBernstein
Tennessee
$1.16M
KOCAA
66
Knights of Columbus Asset Advisors
Connecticut
$1.14M +$31.6K +1,774 +3%
Legal & General Group
67
Legal & General Group
United Kingdom
$1.1M +$4.88K +274 +0.4%
First Trust Advisors
68
First Trust Advisors
Illinois
$969K +$91.7K +5,153 +10%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$929K
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$905K -$392K -22,018 -29%
SEI Investments
71
SEI Investments
Pennsylvania
$889K -$180K -10,134 -16%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$886K -$13.1K -735 -1%
PH
73
Pinnacle Holdings
Oklahoma
$872K
SC
74
Sykon Capital
New York
$859K -$3.19K -179 -0.4%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$827K -$4.95K -278 -0.6%

OCFC Hedge Fund Activity: Q1 2025 in Review

205 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2025, worth a combined $740M — down 4.8% from $778M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new OCFC positions and 14 closed out — a net gain of 10 holders — while 79 added to existing stakes and 67 trimmed.

The largest buyer was Glenmede Trust, opening a new position worth an estimated $13.1M. The largest seller was Boston Partners, cutting an estimated $12.6M.

  • 205 institutional investors held OceanFirst Financial (OCFC) as of Q1 2025, up from 197 in Q4 2024.
  • Funds reported $740M of OceanFirst Financial stock for Q1 2025, down 4.8% quarter-over-quarter.
  • 24 funds opened new OceanFirst Financial positions in Q1 2025 and 14 closed out, a net change of +10 holders.
  • The largest OceanFirst Financial buyer in Q1 2025 was Glenmede Trust, an estimated $13.1M added.
  • The largest OceanFirst Financial seller in Q1 2025 was Boston Partners, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2025.