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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
LPL Financial
101
LPL Financial
California
$506K -$180K -9,763 -26%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$500K +$511K +27,741 New
GCA
103
Greenwood Capital Associates
South Carolina
$486K -$884 -48 -0.2%
EWS
104
Eagle Wealth Strategies
New Jersey
$480K
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$476K
Mirae Asset Global ETFs Holdings
106
Mirae Asset Global ETFs Holdings
Hong Kong
$476K +$5.41K +294 +1%
ACM
107
Aquatic Capital Management
Illinois
$472K +$382K +20,731 +383%
SC
108
Sykon Capital
New York
$460K
JGUA
109
John G. Ullman & Associates
New York
$456K -$31.3K -1,700 -6%
Arrowstreet Capital
110
Arrowstreet Capital
Massachusetts
$441K -$390K -21,173 -46%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$427K -$8.69K -472 -2%
WIA
112
World Investment Advisors
California
$384K -$12.7K -692 -3%
CL
113
Choreo LLC
Illinois
$370K
QCG
114
Quadrant Capital Group
Ohio
$361K
MCA
115
Mendon Capital Advisors
Florida
$361K +$368K +20,000 New
Boston Partners
116
Boston Partners
Massachusetts
$357K -$12.9K -703 -3%
WG
117
Winton Group
United Kingdom
$346K +$354K +19,200 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$342K +$22.2K +1,205 +7%
LWA
119
Ledgewood Wealth Advisors
New Hampshire
$341K -$2.1K -114 -0.6%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$333K -$91.7K -4,981 -21%
VIA
121
Vanguard Investments Australia
Australia
$332K +$339K +18,406 New
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$329K -$184 -10 -0.1%
CB
123
Commerce Bank
Missouri
$316K +$2.95K +160 +0.9%
Universal-Beteiligungs- und Servicegesellschaft
124
Universal-Beteiligungs- und Servicegesellschaft
Germany
$315K +$20.4K +1,110 +7%
HCA
125
Harbor Capital Advisors
Illinois
$313K -$122K -6,628 -28%

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.