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128 hedge funds and large institutions have $256M invested in Ooma in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $20K | Put options by funds: $4K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

4% more funds holding

Funds holding: 123128 (+5)

0.42% more ownership

Funds ownership: 72.12%72.54% (+0.42%)

6% less capital invested

Capital invested by funds: $274M → $256M (-$17.4M)

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
47
Reduced
38
Closed
15
Calls
$20K
Puts
$4K
Net Calls
+$16K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
76
Wells Fargo
California
$204K +$4.59K +324 +2%
Mirae Asset Global ETFs Holdings
77
Mirae Asset Global ETFs Holdings
Hong Kong
$194K +$8.84K +624 +4%
MIM
78
MetLife Investment Management
New Jersey
$179K
IWM
79
IHT Wealth Management
Illinois
$172K
IIM
80
INTECH Investment Management
Florida
$166K +$179K +12,656 New
QCM
81
Quantinno Capital Management
New York
$163K +$177K +12,485 New
Invesco
82
Invesco
Georgia
$161K +$174K +12,287 New
CF
83
Corebridge Financial
Texas
$161K -$2.58K -182 -1%
QC
84
Quadrature Capital
United Kingdom
$152K -$28.8K -2,031 -15%
AG
85
Algert Global
California
$145K -$31.6K -2,230 -17%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$142K +$153K +10,822 New
VEA
87
Virtus ETF Advisers
New York
$117K +$127K +8,952 New
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$94.3K
PFSRSONJ
89
Police & Firemen's Retirement System of New Jersey
New Jersey
$88.6K
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$85K -$18.6K -1,312 -17%
Osaic Holdings
91
Osaic Holdings
Arizona
$60.2K +$1.42K +100 +2%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$58.8K +$25.3K +1,789 +66%
C
93
Covestor
United Kingdom
$58K -$326 -23 -0.5%
MAM
94
Meeder Asset Management
Ohio
$34.3K +$4.45K +314 +14%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$31K +$4.29K +303 +15%
AIP
96
Ameritas Investment Partners
Nebraska
$30.8K
Legal & General Group
97
Legal & General Group
United Kingdom
$26.9K
California State Teachers Retirement System (CalSTRS)
98
California State Teachers Retirement System (CalSTRS)
California
$24.4K
Nisa Investment Advisors
99
Nisa Investment Advisors
Missouri
$16.8K
VCM
100
Versant Capital Management
Arizona
$16.3K +$11.2K +787 +172%

OOMA Hedge Fund Activity: Q1 2025 in Review

128 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2025, worth a combined $256M — down 6.4% from $274M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OOMA positions and 15 closed out — a net gain of 6 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $3.81M. The largest seller was Trigran Investments, cutting an estimated $2.63M.

  • 128 institutional investors held Ooma (OOMA) as of Q1 2025, up from 123 in Q4 2024.
  • Funds reported $256M of Ooma stock for Q1 2025, down 6.4% quarter-over-quarter.
  • 21 funds opened new Ooma positions in Q1 2025 and 15 closed out, a net change of +6 holders.
  • The largest Ooma buyer in Q1 2025 was Acadian Asset Management, an estimated $3.81M added.
  • The largest Ooma seller in Q1 2025 was Trigran Investments, an estimated $2.63M sold.

Based on aggregated 13F filings for Q1 2025.