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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
TRCT
101
Tower Research Capital (TRC)
New York
$14.6K +$6.4K +452 +68%
PD
102
Point72 (DIFC)
United Arab Emirates
$14.5K +$7.41K +523 +90%
AB
103
Amalgamated Bank
New York
$11K +$1.37K +97 +13%
Lazard Asset Management
104
Lazard Asset Management
New York
$10K +$11.6K +817 New
SAM
105
Smartleaf Asset Management
Massachusetts
$9.15K
Federated Hermes
106
Federated Hermes
Pennsylvania
$9.12K +$1.19K +84 +14%
PAS
107
Point72 Asia (Singapore)
Singapore
$7.97K +$8.63K +609 New
PWMG
108
Private Wealth Management Group
New Jersey
$5.21K
SCM
109
Sterling Capital Management
North Carolina
$4.92K -$4.38K -309 -45%
CCM
110
Coldstream Capital Management
Washington
$2.63K +$2.85K +201 New
Bessemer Group
111
Bessemer Group
New Jersey
$2K -$142 -10 -7%
Simplex Trading
112
Simplex Trading
Illinois
$2K +$2.59K +183 New
GI
113
GAMMA Investing
California
$1.65K +$1.02K +72 +133%
MPWT
114
MassMutual Private Wealth & Trust
Connecticut
$1.62K
AAM
115
Advisors Asset Management
Colorado
$1.5K +$510 +36 +46%
New York State Teachers Retirement System (NYSTRS)
116
New York State Teachers Retirement System (NYSTRS)
New York
$1K +$1.42K +100 New
AAP
117
Arax Advisory Partners
Colorado
$943 +$1.02K +72 New
PFBT
118
Parkside Financial Bank & Trust
Missouri
$524 +$567 +40 New
AF
119
Allworth Financial
California
$496 +$595 +42 New
RIL
120
Rothschild Investment LLC
Illinois
$458 +$283 +20 +133%
TWD
121
True Wealth Design
Ohio
$406 +$439 +31 New
QCG
122
Quadrant Capital Group
Ohio
$302
EWA
123
EverSource Wealth Advisors
Alabama
$275 +$283 +20 +2,000%
PWAM
124
Private Wealth Asset Management
Iowa
$249 +$269 +19 New
FFA
125
Farther Finance Advisors
California
$185

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.