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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
BPA
151
Beacon Pointe Advisors
California
$184K -$18.4K -1,000 -9%
FFA
152
Farther Finance Advisors
California
$183K -$405 -22 -0.2%
BAM
153
Byrne Asset Management
New Jersey
$156K
Jones Financial Companies
154
Jones Financial Companies
Missouri
$121K +$127K +6,919 +12,813%
CSC
155
Caldwell Sutter Capital
California
$94K
QT
156
Quantbot Technologies
New York
$91.8K +$93.7K +5,088 New
NSIM
157
North Star Investment Management
Illinois
$86.5K
AIP
158
Ameritas Investment Partners
Nebraska
$86.2K
BBPWM
159
Blue Bell Private Wealth Management
Pennsylvania
$77.1K
TRCT
160
Tower Research Capital (TRC)
New York
$67.2K -$55.2K -3,000 -45%
SOADOR
161
State of Alaska Department of Revenue
Alaska
$41K
AssetMark Inc
162
AssetMark Inc
California
$36.5K
SCM
163
Sterling Capital Management
North Carolina
$33.6K -$25.6K -1,391 -43%
VCM
164
Versant Capital Management
Arizona
$26.6K +$718 +39 +3%
BNP Paribas Asset Management
165
BNP Paribas Asset Management
France
$25.2K +$5.62K +305 +28%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$25K +$258 +14 +1%
Ohio Public Employees Retirement System (OPERS)
167
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.9K +$700 +38 +3%
TF
168
Tompkins Financial
New York
$21.6K
NL
169
NVWM LLC
Pennsylvania
$20.7K
Optiver Holding
170
Optiver Holding
Netherlands
$18.1K +$17.1K +928 +1,190%
AUB
171
Atlantic Union Bankshares
Virginia
$16.2K
EWA
172
EverSource Wealth Advisors
Alabama
$13.9K +$1.09K +59 +8%
GI
173
GAMMA Investing
California
$12.6K +$4.86K +264 +61%
S
174
SignatureFD
Georgia
$11.3K +$9.19K +499 +387%
Mitsubishi UFJ Asset Management
175
Mitsubishi UFJ Asset Management
Japan
$9.24K

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.