We are live on ! Find out more
OCFC icon

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
SCM
176
Sterling Capital Management
North Carolina
$16.9K -$15.1K -850 -46%
SSB
177
Sandy Spring Bank
Maryland
$15.3K
GI
178
GAMMA Investing
California
$14.6K +$7.64K +429 +100%
Mitsubishi UFJ Asset Management
179
Mitsubishi UFJ Asset Management
Japan
$8.71K
OP
180
ORG Partners
Indiana
$6.31K +$6.6K +371 New
LC
181
Lindbrook Capital
California
$6.11K -$320 -18 -5%
CSB
182
City State Bank
Iowa
$5.1K
NA
183
NewEdge Advisors
Louisiana
$4.54K
US Bancorp
184
US Bancorp
Minnesota
$4.22K -$3.04K -171 -41%
TWD
185
True Wealth Design
Ohio
$4.18K -$2.44K -137 -36%
HIA
186
HFM Investment Advisors
New Jersey
$3.64K +$3.81K +214 New
MG
187
Mather Group
Illinois
$3.57K +$3.74K +210 New
PS
188
Principal Securities
Iowa
$3.55K
KFI
189
Key Financial Inc
Pennsylvania
$3.06K
PFBT
190
Parkside Financial Bank & Trust
Missouri
$2.3K -$35.3K -1,985 -94%
RIL
191
Rothschild Investment LLC
Illinois
$2.21K +$979 +55 +73%
EWA
192
EverSource Wealth Advisors
Alabama
$2.09K -$2.08K -117 -49%
PA
193
Parallel Advisors
California
$1.68K
GEA
194
Glen Eagle Advisors
New Jersey
$1.45K
CSPIA
195
Cary Street Partners Investment Advisory
Virginia
$1.05K
Acadian Asset Management
196
Acadian Asset Management
Massachusetts
$1K -$162K -9,102 -99%
C
197
Covestor
United Kingdom
$1K -$320 -18 -22%
Simplex Trading
198
Simplex Trading
Illinois
$1K +$1.66K +93 New
AAP
199
Arax Advisory Partners
Colorado
$919 +$481 +27 +100%
SWIM
200
Smallwood Wealth Investment Management
New Jersey
$629 +$659 +37 New

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.