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OceanFirst Financial

188 hedge funds and large institutions have $765M invested in OceanFirst Financial in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.82% more ownership

Funds ownership: 74.03%75.85% (+1.8%)

0% more capital invested

Capital invested by funds: $761M → $765M (+$3.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 193188 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

Holders
188
Holders Change
-5
Holders Change %
-2.59%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
57
Reduced
78
Closed
17
Calls
$209K
Puts
Net Calls
+$209K
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
EP
176
Essential Partners
California
$3.37K +$1.23K +69 +56%
KFI
177
Key Financial Inc
Pennsylvania
$3.13K
S
178
SignatureFD
Georgia
$2.41K -$500 -28 -17%
SS
179
Sunbelt Securities
Texas
$2.2K +$2.23K +125 New
CA
180
Clearstead Advisors
Ohio
$1.72K +$1.75K +98 New
GEA
181
Glen Eagle Advisors
New Jersey
$1.49K
C
182
Covestor
United Kingdom
$1K -$268 -15 -25%
Jones Financial Companies
183
Jones Financial Companies
Missouri
$973 +$429 +24 +80%
SWIM
184
Smallwood Wealth Investment Management
New Jersey
$650
RIL
185
Rothschild Investment LLC
Illinois
$527 -$1.88K -105 -78%
SAM
186
Smartleaf Asset Management
Massachusetts
$457 -$1.41K -79 -75%
TWD
187
True Wealth Design
Ohio
$176 +$179 +10 New
SS
188
SBI Securities
Japan
$53 -$18 -1 -25%
Jacobs Levy Equity Management
189
Jacobs Levy Equity Management
New Jersey
-$1.75M -99,132 Closed
KOCAA
190
Knights of Columbus Asset Advisors
Connecticut
-$1.14M -64,873 Closed
DFCM
191
Dark Forest Capital Management
Puerto Rico
-$773K -43,893 Closed
Balyasny Asset Management
192
Balyasny Asset Management
Illinois
-$463K -26,279 Closed
B
193
Bailard
California
-$405K -23,000 Closed
Millennium Management
194
Millennium Management
New York
-$333K -18,936 Closed
MM
195
MQS Management
New York
-$282K -16,008 Closed
HSBC Holdings
196
HSBC Holdings
United Kingdom
-$249K -14,003 Closed
CC
197
Centiva Capital
New York
-$242K -13,729 Closed
AIM
198
Aigen Investment Management
New York
-$222K -12,603 Closed
ProShare Advisors
199
ProShare Advisors
Maryland
-$207K -11,729 Closed
Victory Capital Management
200
Victory Capital Management
Texas
-$178K -10,119 Closed

OCFC Hedge Fund Activity: Q3 2025 in Review

188 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q3 2025, worth a combined $765M — up 0.47% from $761M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of OCFC and 14 opened new positions — a net loss of 3 holders — while 78 trimmed existing stakes and 57 added.

The largest buyer was Wellington Management Group, adding an estimated $21.1M. The largest seller was BlackRock, cutting an estimated $5.77M.

  • 188 institutional investors held OceanFirst Financial (OCFC) as of Q3 2025, down from 193 in Q2 2025.
  • Funds reported $765M of OceanFirst Financial stock for Q3 2025, up 0.47% quarter-over-quarter.
  • 14 funds opened new OceanFirst Financial positions in Q3 2025 and 17 closed out, a net change of -3 holders.
  • The largest OceanFirst Financial buyer in Q3 2025 was Wellington Management Group, an estimated $21.1M added.
  • The largest OceanFirst Financial seller in Q3 2025 was BlackRock, an estimated $5.77M sold.

Based on aggregated 13F filings for Q3 2025.