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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
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$6.75K
ASN
177
Advisory Services Network
Georgia
$5.86K +$5.98K +325 New
IA
178
IFP Advisors
Florida
$5.75K -$92 -5 -2%
US Bancorp
179
US Bancorp
Minnesota
$5.29K +$829 +45 +18%
PFBT
180
Parkside Financial Bank & Trust
Missouri
$4.88K +$4.97K +270 New
NA
181
NewEdge Advisors
Louisiana
$4.82K
PA
182
Parallel Advisors
California
$4.62K
Osaic Holdings
183
Osaic Holdings
Arizona
$4.38K -$4.24K -230 -49%
CT
184
Colonial Trust
South Carolina
$4.32K
AAP
185
Arax Advisory Partners
Colorado
$4.28K +$5.1K +277 +225%
HIA
186
HFM Investment Advisors
New Jersey
$3.86K
RFP
187
Root Financial Partners
California
$3.39K +$3.46K +188 New
EP
188
Essential Partners
California
$3.37K -$368 -20 -10%
LFG
189
Larson Financial Group
Missouri
$3.25K -$829 -45 -20%
KFI
190
Key Financial Inc
Pennsylvania
$3.25K
QL
191
Quarry LP
New York
$3.07K -$1.97K -107 -39%
SS
192
Sunbelt Securities
Texas
$2.25K -$129 -7 -5%
Los Angeles Capital Management
193
Los Angeles Capital Management
California
$1.8K
GEA
194
Glen Eagle Advisors
New Jersey
$1.53K
C
195
Covestor
United Kingdom
$1K +$258 +14 +44%
Simplex Trading
196
Simplex Trading
Illinois
$757 -$62K -3,366 -99%
SWIM
197
Smallwood Wealth Investment Management
New Jersey
$667
SAM
198
Smartleaf Asset Management
Massachusetts
$458
RIL
199
Rothschild Investment LLC
Illinois
$451 -$313 -17 -40%
TC
200
Trust Company
Kansas
$433

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.