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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
US Bancorp
176
US Bancorp
Minnesota
$4.37K
LFG
177
Larson Financial Group
Missouri
$3.96K +$3.75K +225 New
HIA
178
HFM Investment Advisors
New Jersey
$3.77K
PS
179
Principal Securities
Iowa
$3.45K
KFI
180
Key Financial Inc
Pennsylvania
$3.17K
S
181
SignatureFD
Georgia
$2.91K +$2.15K +129 +358%
RIL
182
Rothschild Investment LLC
Illinois
$2.38K +$83 +5 +4%
EP
183
Essential Partners
California
$2.17K +$2.05K +123 New
SAM
184
Smartleaf Asset Management
Massachusetts
$1.86K +$1.32K +79 +304%
PFBT
185
Parkside Financial Bank & Trust
Missouri
$1.85K -$500 -30 -22%
GEA
186
Glen Eagle Advisors
New Jersey
$1.5K
SWM
187
Spire Wealth Management
Virginia
$1.09K +$1.03K +62 New
MCM
188
MAI Capital Management
Ohio
$1.04K +$984 +59 New
C
189
Covestor
United Kingdom
$1K -$100 -6 -9%
SWIM
190
Smallwood Wealth Investment Management
New Jersey
$651
Jones Financial Companies
191
Jones Financial Companies
Missouri
$537 +$500 +30 New
AAP
192
Arax Advisory Partners
Colorado
$476 -$450 -27 -50%
SS
193
SBI Securities
Japan
$70 +$33 +2 +100%
Connor, Clark & Lunn Investment Management (CC&L)
194
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$814K -47,838 Closed
CSS
195
Cubist Systematic Strategies
Connecticut
-$761K -44,767 Closed
Squarepoint
196
Squarepoint
New York
-$533K -31,341 Closed
YIH
197
Y-Intercept (HK)
Hong Kong
-$483K -28,424 Closed
CF
198
Corebridge Financial
Texas
-$479K -28,182 Closed
PA
199
PharVision Advisers
Florida
-$392K -23,023 Closed
GCM
200
Graham Capital Management
Connecticut
-$305K -17,952 Closed

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.