OOMA icon

Ooma
OOMA

Overview Fund Activity

126 hedge funds and large institutions have $255M 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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+3
Holders Change %
+2.44%
% of All Funds
1.71%
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
16
Calls
$20K
Puts
$4K
Net Calls
+$16K
Net Calls Change
-$41K

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$12.3M
2
Millennium Management
2
Millennium Management
New York
$4.14M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$5.08M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.68M
5
Prudential Financial
5
Prudential Financial
New Jersey
$1.3M

Top Sellers

1
TI
1
Trigran Investments
Illinois
$43.2M
2
AIC
2
AWM Investment Company
New York
$14.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$253K
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$2.83M
5
Boston Partners
5
Boston Partners
Massachusetts
$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
101
Amalgamated Bank
New York
$11K +$1.24K +97 +13%
Lazard Asset Management
102
Lazard Asset Management
New York
$10K +$10K +817 New
SAM
103
Smartleaf Asset Management
Massachusetts
$9.15K – – –
Federated Hermes
104
Federated Hermes
Pennsylvania
$9.12K +$1.1K +84 +14%
PAS
105
Point72 Asia (Singapore)
Singapore
$7.97K +$7.97K +609 New
PWMG
106
Private Wealth Management Group
New Jersey
$5.21K – – –
SCM
107
Sterling Capital Management
North Carolina
$4.92K -$4.05K -309 -45%
CCM
108
Coldstream Capital Management
Washington
$2.63K +$2.63K +201 New
Bessemer Group
109
Bessemer Group
New Jersey
$2K -$148 -10 -7%
Simplex Trading
110
Simplex Trading
Illinois
$2K +$2K +183 New
GI
111
GAMMA Investing
California
$1.65K +$942 +72 +133%
MPWT
112
MassMutual Private Wealth & Trust
Connecticut
$1.62K – – –
AAM
113
Advisors Asset Management
Colorado
$1.51K +$471 +36 +46%
New York State Teachers Retirement System (NYSTRS)
114
New York State Teachers Retirement System (NYSTRS)
New York
$1K +$1K +100 New
AAP
115
Arax Advisory Partners
Colorado
$943 +$943 +72 New
PFBT
116
Parkside Financial Bank & Trust
Missouri
$524 +$524 +40 New
AF
117
Allworth Financial
California
$496 +$496 +42 New
RIL
118
Rothschild Investment LLC
Illinois
$458 +$262 +20 +133%
TWD
119
True Wealth Design
Ohio
$406 +$406 +31 New
QCG
120
Quadrant Capital Group
Ohio
$302 – – –
EWA
121
EverSource Wealth Advisors
Alabama
$275 +$262 +20 +2,000%
PWAM
122
Private Wealth Asset Management
Iowa
$249 +$249 +19 New
FFA
123
Farther Finance Advisors
California
$185 – – –
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$131 -$66 -5 -33%
SS
125
SBI Securities
Japan
$26 – – –
2 3 4
5
6