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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
IC
76
IEQ Capital
California
$802K +$294K +17,655 +63%
Rafferty Asset Management
77
Rafferty Asset Management
New York
$800K -$3.1K -186 -0.4%
IAA
78
Independent Advisor Alliance
North Carolina
$792K -$684 -41 -0.1%
DFCM
79
Dark Forest Capital Management
Puerto Rico
$773K +$732K +43,893 New
VOYA Investment Management
80
VOYA Investment Management
Georgia
$766K -$4.83K -290 -0.7%
BGIM
81
Brandywine Global Investment Management
Pennsylvania
$697K -$24.4K -1,462 -4%
Deutsche Bank
82
Deutsche Bank
Germany
$680K +$667 +40 +0.1%
SO
83
STRS Ohio
Ohio
$662K +$15K +900 +2%
HWAM
84
Hennion & Walsh Asset Management
New Jersey
$661K +$39.1K +2,343 +7%
Cerity Partners
85
Cerity Partners
New York
$607K -$119K -7,140 -17%
GF
86
Gabelli Funds
New York
$587K +$556K +33,344 New
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$553K -$333 -20 -0.1%
Mirae Asset Global ETFs Holdings
88
Mirae Asset Global ETFs Holdings
Hong Kong
$552K -$47.6K -2,853 -8%
LPL Financial
89
LPL Financial
California
$539K -$101K -6,076 -17%
AF
90
Allworth Financial
California
$529K +$3.08K +185 +0.6%
CIM
91
Corbyn Investment Management
Maryland
$529K
Mackenzie Financial
92
Mackenzie Financial
Ontario, Canada
$514K +$46.4K +2,780 +11%
Comerica Bank
93
Comerica Bank
Texas
$507K +$64.6K +3,872 +16%
EGM
94
Engineers Gate Manager
New York
$498K -$733K -43,945 -61%
KK
95
KLP Kapitalforvaltning
Norway
$486K -$36.7K -2,200 -7%
ACM
96
Aquatic Capital Management
Illinois
$486K +$298K +17,894 +185%
IIM
97
INTECH Investment Management
Florida
$482K -$243K -14,565 -35%
JGUA
98
John G. Ullman & Associates
New York
$479K +$38.3K +2,300 +9%
Raymond James Financial
99
Raymond James Financial
Florida
$468K +$443K +26,596 New
EWS
100
Eagle Wealth Strategies
New Jersey
$468K -$57.9K -3,471 -12%

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.