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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
BlackRock
1
BlackRock
New York
$138M +$346K +19,443 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$59.8M +$1.1M +61,515 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$55.6M +$733K +41,184 +1%
Invesco
4
Invesco
Georgia
$29.5M +$1.01M +56,526 +3%
State Street
5
State Street
Massachusetts
$29.3M -$1.18M -66,129 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$24.3M +$463K +26,030 +2%
GKIM
7
GW&K Investment Management
Massachusetts
$24.2M -$745K -41,835 -3%
American Century Companies
8
American Century Companies
Missouri
$22.6M +$2.09M +117,578 +10%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$18.2M +$1.3M +72,850 +7%
RA
10
Royce & Associates
New York
$17.5M +$4.67M +262,259 +34%
JP Morgan Chase
11
JP Morgan Chase
New York
$17.1M -$2.42M -135,691 -12%
SFM
12
Systematic Financial Management
New Jersey
$16.5M +$131K +7,348 +0.8%
N
13
Nuveen
North Carolina
$13.2M +$3.2K +180 +0%
ECA
14
Endeavour Capital Advisors
Connecticut
$12.9M +$1.84M +103,375 +16%
GT
15
Glenmede Trust
Pennsylvania
$12.6M +$13.1M +738,076 New
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$12.5M -$659K -37,000 -5%
Ameriprise
17
Ameriprise
Minnesota
$12.1M +$178K +9,985 +1%
Charles Schwab
18
Charles Schwab
California
$10.8M -$1.81M -101,799 -14%
AQR Capital Management
19
AQR Capital Management
Connecticut
$9.82M -$3.15M -176,977 -23%
Northern Trust
20
Northern Trust
Illinois
$9.13M -$296K -16,630 -3%
Verition Fund Management
21
Verition Fund Management
Connecticut
$8.4M +$4.11M +231,061 +88%
Bank of America
22
Bank of America
North Carolina
$8.2M +$3.18M +178,758 +59%
MIM
23
MetLife Investment Management
New Jersey
$7.9M +$7.64M +429,259 +1,226%
LSV Asset Management
24
LSV Asset Management
Illinois
$7.69M +$2.37M +133,153 +42%
Goldman Sachs
25
Goldman Sachs
New York
$6.78M -$4.01M -225,083 -36%

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.