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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
BlackRock
1
BlackRock
New York
$133M -$5.77M -323,141 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$59.7M -$1.96M -109,805 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$56.8M -$61.9K -3,462 -0.1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$42M +$21.1M +1,181,553 +98%
Invesco
5
Invesco
Georgia
$32.9M +$1.02M +57,246 +3%
State Street
6
State Street
Massachusetts
$31.5M +$1.33M +74,297 +4%
RA
7
Royce & Associates
New York
$29.2M +$3.42M +191,383 +13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$25.5M +$742K +41,509 +3%
American Century Companies
9
American Century Companies
Missouri
$23.2M -$356K -19,904 -1%
GKIM
10
GW&K Investment Management
Massachusetts
$22.5M -$542K -30,337 -2%
SFM
11
Systematic Financial Management
New Jersey
$19.4M +$2.2M +123,199 +13%
ECA
12
Endeavour Capital Advisors
Connecticut
$15.8M +$2.53M +141,463 +19%
JP Morgan Chase
13
JP Morgan Chase
New York
$14.6M -$853K -47,749 -5%
Charles Schwab
14
Charles Schwab
California
$13.5M +$1.96M +109,745 +17%
N
15
Nuveen
North Carolina
$12.8M -$463K -25,900 -3%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$12.5M -$815K -45,645 -6%
GIM
17
Glenmede Investment Management
Pennsylvania
$11.9M -$742K -41,552 -6%
MIM
18
MetLife Investment Management
New Jersey
$11.1M +$286K +15,990 +3%
Ameriprise
19
Ameriprise
Minnesota
$10.5M -$2.41M -135,082 -18%
Northern Trust
20
Northern Trust
Illinois
$9.1M -$14.7K -821 -0.2%
LSV Asset Management
21
LSV Asset Management
Illinois
$8.47M -$32.2K -1,800 -0.4%
Bank of America
22
Bank of America
North Carolina
$8.36M +$235K +13,132 +3%
AQR Capital Management
23
AQR Capital Management
Connecticut
$8.34M -$711K -39,798 -8%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$7.96M +$1.05M +58,600 +15%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.95M -$40.8K -2,285 -0.6%

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.