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OceanFirst Financial
OCFC

185 hedge funds and large institutions have $825M invested in OceanFirst Financial in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $573K | Put options by funds: $361K

8% more capital invested

Capital invested by funds: $765M → $825M (+$59.8M)

4.19% more ownership

Funds ownership: 75.85% → 80.04% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 188 → 185 (-3)

28% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 74

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
53
Reduced
74
Closed
24
Calls
$573K
Puts
$361K
Net Calls
+$212K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$40.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$16.4M
3
Two Sigma Investments
Two Sigma Investments
New York
+$3.07M
4
Bessemer Group
Bessemer Group
New Jersey
+$2.96M
5
First Trust Advisors
First Trust Advisors
Illinois
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$8.55M
2
RA
Royce & Associates
New York
-$5.53M
3
EF
Empowered Funds
Pennsylvania
-$3.35M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$2.25M
5
N
Nuveen
North Carolina
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
151
NVWM LLC
Pennsylvania
$20.6K – – –
BNP Paribas Asset Management
152
BNP Paribas Asset Management
France
$20K +$7.5K +401 +58%
AUB
153
Atlantic Union Bankshares
Virginia
$16.2K – – –
EWA
154
EverSource Wealth Advisors
Alabama
$12.8K -$860 -46 -6%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$9.93K +$10.3K +553 New
Mitsubishi UFJ Asset Management
156
Mitsubishi UFJ Asset Management
Japan
$9.13K – – –
Osaic Holdings
157
Osaic Holdings
Arizona
$8.49K -$5.68K -304 -39%
GI
158
GAMMA Investing
California
$7.79K +$860 +46 +12%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$6.71K -$393 -21 -5%
IA
160
IFP Advisors
Florida
$5.82K – – –
ECSS
161
Eurizon Capital SGR SpA
$5.03K +$5.23K +280 New
QL
162
Quarry LP
New York
$4.97K +$5.18K +277 New
NA
163
NewEdge Advisors
Louisiana
$4.79K – – –
PA
164
Parallel Advisors
California
$4.59K – – –
CT
165
Colonial Trust
South Carolina
$4.48K +$4.58K +245 New
US Bancorp
166
US Bancorp
Minnesota
$4.45K – – –
LFG
167
Larson Financial Group
Missouri
$4.04K – – –
HIA
168
HFM Investment Advisors
New Jersey
$3.84K – – –
EP
169
Essential Partners
California
$3.72K +$280 +15 +8%
KFI
170
Key Financial Inc
Pennsylvania
$3.23K – – –
BBHC
171
Brown Brothers Harriman & Co
New York
$3.23K +$3.36K +180 New
SS
172
Sunbelt Securities
Texas
$2.37K +$131 +7 +6%
S
173
SignatureFD
Georgia
$2.32K -$150 -8 -6%
AAP
174
Arax Advisory Partners
Colorado
$2.21K -$270K -14,446 -99%
Los Angeles Capital Management
175
Los Angeles Capital Management
California
$1.85K +$1.87K +100 New
5 6
7
8 9

OCFC Hedge Fund Activity: Q4 2025 in Review

185 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2025, worth a combined $825M — up 7.8% from $765M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of OCFC and 22 opened new positions — a net loss of 2 holders — while 74 trimmed existing stakes and 53 added.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $40.6M. The largest seller was BlackRock, cutting an estimated $8.55M.

  • 185 institutional investors held OceanFirst Financial (OCFC) as of Q4 2025, down from 188 in Q3 2025.
  • Funds reported $825M of OceanFirst Financial stock for Q4 2025, up 7.8% quarter-over-quarter.
  • 22 funds opened new OceanFirst Financial positions in Q4 2025 and 24 closed out, a net change of -2 holders.
  • The largest OceanFirst Financial buyer in Q4 2025 was T. Rowe Price Investment Management, an estimated $40.6M added.
  • The largest OceanFirst Financial seller in Q4 2025 was BlackRock, an estimated $8.55M sold.

Based on aggregated 13F filings for Q4 2025.