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133 hedge funds and large institutions have $230M invested in Ooma in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

1% more funds holding

Funds holding: 132133 (+1)

0.19% less ownership

Funds ownership: 69.84%69.65% (-0.19%)

7% less capital invested

Capital invested by funds: $249M → $230M (-$18.1M)

19% less call options, than puts

Call options by funds: $302K | Put options by funds: $372K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
133
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
55
Reduced
32
Closed
19
Calls
$302K
Puts
$372K
Net Calls
-$70K
Net Calls Change
+$233K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
76
Wells Fargo
California
$199K +$30.3K +2,473 +18%
Creative Planning
77
Creative Planning
Kansas
$196K +$200K +16,373 New
EC
78
EntryPoint Capital
New York
$184K +$188K +15,385 New
HF
79
HRT Financial
New York
$184K +$189K +15,402 New
AG
80
Algert Global
California
$171K +$174K +14,247 New
MIM
81
MetLife Investment Management
New Jersey
$164K
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$163K +$19K +1,549 +13%
IWM
83
IHT Wealth Management
Illinois
$152K -$2.84K -232 -2%
PP
84
PDT Partners
New York
$139K
Mirae Asset Global ETFs Holdings
85
Mirae Asset Global ETFs Holdings
Hong Kong
$139K -$28.6K -2,335 -17%
A
86
AlphaQuest
New York
$132K -$87.1K -7,117 -39%
VEA
87
Virtus ETF Advisers
New York
$107K
EP
88
Essential Partners
California
$90.3K -$9.96K -814 -10%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$86.4K
PFSRSONJ
90
Police & Firemen's Retirement System of New Jersey
New Jersey
$81.1K
QL
91
Quarry LP
New York
$76.8K +$78.4K +6,408 New
Legal & General Group
92
Legal & General Group
United Kingdom
$74.7K
C
93
Covestor
United Kingdom
$60K +$2.57K +210 +4%
Osaic Holdings
94
Osaic Holdings
Arizona
$55K -$490 -40 -0.9%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$47.9K +$11.4K +933 +31%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$43K -$10.7K -877 -20%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$36K +$12.4K +1,014 +50%
MAM
98
Meeder Asset Management
Ohio
$31.4K
VCM
99
Versant Capital Management
Arizona
$31K +$26.1K +2,131 +465%
AIP
100
Ameritas Investment Partners
Nebraska
$28.2K

OOMA Hedge Fund Activity: Q3 2025 in Review

133 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2025, worth a combined $230M — down 7.3% from $249M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OOMA positions and 19 closed out — a net gain of 1 holder — while 55 added to existing stakes and 32 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $1.86M. The largest seller was Trigran Investments, cutting an estimated $9.54M.

  • 133 institutional investors held Ooma (OOMA) as of Q3 2025, up from 132 in Q2 2025.
  • Funds reported $230M of Ooma stock for Q3 2025, down 7.3% quarter-over-quarter.
  • 20 funds opened new Ooma positions in Q3 2025 and 19 closed out, a net change of +1 holder.
  • The largest Ooma buyer in Q3 2025 was Two Sigma Investments, an estimated $1.86M added.
  • The largest Ooma seller in Q3 2025 was Trigran Investments, an estimated $9.54M sold.

Based on aggregated 13F filings for Q3 2025.