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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
KK
101
KLP Kapitalforvaltning
Norway
$507K
AF
102
Allworth Financial
California
$493K -$7.44K -418 -1%
YIH
103
Y-Intercept (HK)
Hong Kong
$483K +$506K +28,424 New
CF
104
Corebridge Financial
Texas
$479K -$7.46K -419 -1%
IC
105
IEQ Capital
California
$475K +$57.9K +3,254 +13%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$450K
Mackenzie Financial
107
Mackenzie Financial
Ontario, Canada
$450K +$45.4K +2,550 +11%
Boston Partners
108
Boston Partners
Massachusetts
$449K -$12.6M -706,772 -96%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$448K +$13.1K +734 +3%
Comerica Bank
110
Comerica Bank
Texas
$424K -$690K -38,761 -61%
JGUA
111
John G. Ullman & Associates
New York
$424K +$1.78K +100 +0.4%
DA
112
Denali Advisors
California
$403K +$422K +23,711 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$398K -$14.1K -790 -3%
PA
114
PharVision Advisers
Florida
$392K +$221K +12,433 +117%
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$370K +$112K +6,300 +41%
CL
116
Choreo LLC
Illinois
$363K +$380K +21,338 New
Prudential Financial
117
Prudential Financial
New Jersey
$360K -$159K -8,960 -30%
QCG
118
Quadrant Capital Group
Ohio
$353K +$355K +19,949 +2,528%
HCA
119
Harbor Capital Advisors
Illinois
$352K +$95.6K +5,368 +35%
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$334K -$5.91K -332 -2%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$332K -$13.8K -775 -4%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$331K -$48.1K -2,700 -12%
LWA
123
Ledgewood Wealth Advisors
New Hampshire
$326K
CB
124
Commerce Bank
Missouri
$315K -$3.74K -210 -1%
GCM
125
Graham Capital Management
Connecticut
$305K +$79.7K +4,476 +33%

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.