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123 hedge funds and large institutions have $274M invested in Ooma in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $65K | Put options by funds: $8K

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

26% more capital invested

Capital invested by funds: $218M → $274M (+$55.7M)

6% more funds holding

Funds holding: 116123 (+7)

0.68% more ownership

Funds ownership: 71.44%72.12% (+0.68%)

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
51
Reduced
32
Closed
11
Calls
$65K
Puts
$8K
Net Calls
+$57K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$18K -$733 -55 -4%
AB
102
Amalgamated Bank
New York
$11K
RS
103
R Squared
Hong Kong
$10.4K +$9.87K +740 New
SAM
104
Smartleaf Asset Management
Massachusetts
$10.1K +$7.31K +548 +340%
SCM
105
Sterling Capital Management
North Carolina
$9.63K +$8.19K +614 +865%
TRCT
106
Tower Research Capital (TRC)
New York
$9.29K -$5.56K -417 -39%
Federated Hermes
107
Federated Hermes
Pennsylvania
$8.62K +$8.17K +613 New
PD
108
Point72 (DIFC)
United Arab Emirates
$8.2K -$5.43K -407 -41%
VCM
109
Versant Capital Management
Arizona
$6.44K +$6.11K +458 New
PWMG
110
Private Wealth Management Group
New Jersey
$5.6K
GRP
111
Global Retirement Partners
California
$4.22K
Bessemer Group
112
Bessemer Group
New Jersey
$2K
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$1.74K
AAM
114
Advisors Asset Management
Colorado
$1.11K +$467 +35 +80%
GI
115
GAMMA Investing
California
$759 +$720 +54 New
QCG
116
Quadrant Capital Group
Ohio
$324
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$211 -$507 -38 -72%
RIL
118
Rothschild Investment LLC
Illinois
$211
FFA
119
Farther Finance Advisors
California
$197
LFG
120
Larson Financial Group
Missouri
$169 +$160 +12 New
SS
121
SBI Securities
Japan
$28 +$27 +2 New
HNB
122
Huntington National Bank
Ohio
$14
IA
123
IFP Advisors
Florida
$14
EWA
124
EverSource Wealth Advisors
Alabama
$14 +$13 +1 New
Lazard Asset Management
125
Lazard Asset Management
New York
-$348K -30,640 Closed

OOMA Hedge Fund Activity: Q4 2024 in Review

123 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2024, worth a combined $274M — up 26% from $218M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OOMA positions and 11 closed out — a net gain of 8 holders — while 51 added to existing stakes and 32 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $2.5M. The largest seller was Trigran Investments, cutting an estimated $4.49M.

  • 123 institutional investors held Ooma (OOMA) as of Q4 2024, up from 116 in Q3 2024.
  • Funds reported $274M of Ooma stock for Q4 2024, up 26% quarter-over-quarter.
  • 19 funds opened new Ooma positions in Q4 2024 and 11 closed out, a net change of +8 holders.
  • The largest Ooma buyer in Q4 2024 was Arrowstreet Capital, an estimated $2.5M added.
  • The largest Ooma seller in Q4 2024 was Trigran Investments, an estimated $4.49M sold.

Based on aggregated 13F filings for Q4 2024.