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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
BlackRock
1
BlackRock
New York
$139M -$3.32M -199,010 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$61.8M -$140K -8,408 -0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$57M -$543K -32,549 -1%
Invesco
4
Invesco
Georgia
$32M +$1.42M +85,426 +5%
State Street
5
State Street
Massachusetts
$30.2M -$118K -7,067 -0.4%
RA
6
Royce & Associates
New York
$25.9M +$7.42M +445,171 +43%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$24.8M -$327K -19,598 -1%
American Century Companies
8
American Century Companies
Missouri
$23.6M +$243K +14,590 +1%
GKIM
9
GW&K Investment Management
Massachusetts
$23.1M -$1.86M -111,320 -8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$21.3M +$2.24M +134,376 +13%
SFM
11
Systematic Financial Management
New Jersey
$17.3M +$196K +11,777 +1%
JP Morgan Chase
12
JP Morgan Chase
New York
$15.5M -$2.03M -121,490 -12%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$13.3M +$400K +24,010 +3%
ECA
14
Endeavour Capital Advisors
Connecticut
$13.3M +$1.67K +100 +0%
N
15
Nuveen
North Carolina
$13.3M -$331K -19,832 -3%
Ameriprise
16
Ameriprise
Minnesota
$12.9M +$333K +19,968 +3%
GIM
17
Glenmede Investment Management
Pennsylvania
$12.6M +$12M +717,059 New
Charles Schwab
18
Charles Schwab
California
$11.6M +$411K +24,647 +4%
MIM
19
MetLife Investment Management
New Jersey
$10.8M +$2.51M +150,525 +32%
Northern Trust
20
Northern Trust
Illinois
$9.13M -$304K -18,231 -3%
AQR Capital Management
21
AQR Capital Management
Connecticut
$9.06M -$1.05M -63,074 -11%
LSV Asset Management
22
LSV Asset Management
Illinois
$8.52M +$534K +32,040 +7%
Bank of America
23
Bank of America
North Carolina
$8.15M -$324K -19,427 -4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$7.01M +$194K +11,646 +3%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$6.94M +$430K +25,800 +7%

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.