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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
GRP
151
Global Retirement Partners
California
$97.7K +$92.5K +5,548 New
BBPWM
152
Blue Bell Private Wealth Management
Pennsylvania
$96.4K
WSFS
153
Wilmington Savings Fund Society
Delaware
$88K
NSIM
154
North Star Investment Management
Illinois
$84.4K
AB
155
Amalgamated Bank
New York
$36K
AssetMark Inc
156
AssetMark Inc
California
$35.6K
Osaic Holdings
157
Osaic Holdings
Arizona
$31.8K +$417 +25 +1%
VCM
158
Versant Capital Management
Arizona
$29.1K +$4.45K +267 +19%
SCM
159
Sterling Capital Management
North Carolina
$27.2K +$9.15K +549 +55%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$23.6K +$250 +15 +1%
TF
161
Tompkins Financial
New York
$21.1K
A
162
AlphaQuest
New York
$20.3K -$8.94K -536 -32%
NL
163
NVWM LLC
Pennsylvania
$20.2K
FHA
164
First Horizon Advisors
Tennessee
$17.5K
EWA
165
EverSource Wealth Advisors
Alabama
$16.7K +$13.7K +824 +670%
AUB
166
Atlantic Union Bankshares
Virginia
$15.8K +$15K +900 New
BNP Paribas Asset Management
167
BNP Paribas Asset Management
France
$12K +$11.5K +689 New
Mitsubishi UFJ Asset Management
168
Mitsubishi UFJ Asset Management
Japan
$9.02K
QL
169
Quarry LP
New York
$6.78K -$116K -6,940 -95%
OP
170
ORG Partners
Indiana
$6.76K
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$6.59K -$11K -658 -64%
IA
172
IFP Advisors
Florida
$5.6K +$5.29K +317 +31,700%
GI
173
GAMMA Investing
California
$5.23K -$9.34K -560 -65%
NA
174
NewEdge Advisors
Louisiana
$4.7K
PA
175
Parallel Advisors
California
$4.51K +$2.62K +157 +159%

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.