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OceanFirst Financial

206 hedge funds and large institutions have $906M invested in OceanFirst Financial in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

11% more funds holding

Funds holding: 185206 (+21)

10% more capital invested

Capital invested by funds: $825M → $906M (+$81.3M)

7.47% more ownership

Funds ownership: 80.04%87.51% (+7.5%)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

Holders
206
Holders Change
+21
Holders Change %
+11.35%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
42
Increased
66
Reduced
61
Closed
15
Calls
$366K
Puts
Net Calls
+$366K
Net Calls Change
+$154K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$121M -$6.84M -371,412 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$61.5M +$3.3M +179,364 +6%
State Street
3
State Street
Massachusetts
$52M +$19.6M +1,064,662 +59%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$46.8M -$12.3M -670,182 -21%
VCM
5
Vanguard Capital Management
Pennsylvania
$43.8M +$44.7M +2,427,174 New
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$39.3M +$97K +5,271 +0.2%
Invesco
7
Invesco
Georgia
$36M -$35.4K -1,923 -0.1%
Two Sigma Investments
8
Two Sigma Investments
New York
$28.4M +$18.8M +1,018,694 +184%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$25.4M -$191K -10,394 -0.7%
SFM
10
Systematic Financial Management
New Jersey
$25M +$3.34M +181,557 +15%
American Century Companies
11
American Century Companies
Missouri
$22.2M -$1.3M -70,821 -5%
GKIM
12
GW&K Investment Management
Massachusetts
$22.1M -$502K -27,240 -2%
ECA
13
Endeavour Capital Advisors
Connecticut
$20.4M +$6.05M +328,355 +41%
Charles Schwab
14
Charles Schwab
California
$15.3M +$150K +8,124 +1%
MFS
15
Mirabella Financial Services
United Kingdom
$14.4M +$14.7M +798,906 New
MIM
16
MetLife Investment Management
New Jersey
$13M +$16.8K +915 +0.1%
Goldman Sachs
17
Goldman Sachs
New York
$12.6M +$7.03M +381,868 +121%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$12.5M -$232K -12,620 -2%
SVBP
19
Strategic Value Bank Partners
Ohio
$11.3M +$11.6M +627,333 New
JP Morgan Chase
20
JP Morgan Chase
New York
$11.3M -$1.89M -102,910 -14%
N
21
Nuveen
North Carolina
$11.2M +$86.7K +4,710 +0.8%
CCA
22
Canyon Capital Advisors
Texas
$11.1M +$11.3M +613,230 New
VPM
23
Vanguard Portfolio Management
Pennsylvania
$10.3M +$10.5M +570,700 New
GT
24
Glenmede Trust
Pennsylvania
$10.2M -$978K -53,092 -9%
Ameriprise
25
Ameriprise
Minnesota
$9.92M -$316K -17,146 -3%

OCFC Hedge Fund Activity: Q1 2026 in Review

206 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2026, worth a combined $906M — up 9.9% from $825M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new OCFC positions and 15 closed out — a net gain of 27 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was State Street, adding an estimated $19.6M. The largest seller was Royce & Associates, cutting an estimated $16.2M.

  • 206 institutional investors held OceanFirst Financial (OCFC) as of Q1 2026, up from 185 in Q4 2025.
  • Funds reported $906M of OceanFirst Financial stock for Q1 2026, up 9.9% quarter-over-quarter.
  • 42 funds opened new OceanFirst Financial positions in Q1 2026 and 15 closed out, a net change of +27 holders.
  • The largest OceanFirst Financial buyer in Q1 2026 was State Street, an estimated $19.6M added.
  • The largest OceanFirst Financial seller in Q1 2026 was Royce & Associates, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2026.