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132 hedge funds and large institutions have $249M invested in Ooma in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

3% more funds holding

Funds holding: 128132 (+4)

4% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 47

3% less capital invested

Capital invested by funds: $256M → $249M (-$7.71M)

2.7% less ownership

Funds ownership: 72.54%69.84% (-2.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $304K

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
49
Reduced
47
Closed
10
Calls
$1K
Puts
$304K
Net Calls
-$303K
Net Calls Change
-$319K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$46.7K +$31.9K +2,507 +225%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$39.5K -$18.2K -1,433 -32%
MAM
103
Meeder Asset Management
Ohio
$33.8K
AIP
104
Ameritas Investment Partners
Nebraska
$30.4K
New York State Teachers Retirement System (NYSTRS)
105
New York State Teachers Retirement System (NYSTRS)
New York
$30K +$27.8K +2,188 +2,188%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$26K -$4.28K -336 -14%
California State Teachers Retirement System (CalSTRS)
107
California State Teachers Retirement System (CalSTRS)
California
$24K
PD
108
Point72 (DIFC)
United Arab Emirates
$11.2K -$3K -236 -21%
AB
109
Amalgamated Bank
New York
$11K
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$10.8K -$5.61K -441 -34%
Federated Hermes
111
Federated Hermes
Pennsylvania
$8.55K -$433 -34 -5%
EWA
112
EverSource Wealth Advisors
Alabama
$6.23K +$5.88K +462 +2,200%
VCM
113
Versant Capital Management
Arizona
$5.91K -$10K -787 -63%
PWMG
114
Private Wealth Management Group
New Jersey
$5.13K
SAM
115
Smartleaf Asset Management
Massachusetts
$3.85K -$5.13K -403 -57%
AAM
116
Advisors Asset Management
Colorado
$2.79K +$1.28K +101 +88%
GRP
117
Global Retirement Partners
California
$2.41K +$2.38K +187 New
Bessemer Group
118
Bessemer Group
New Jersey
$2K
AAP
119
Arax Advisory Partners
Colorado
$1.83K +$891 +70 +97%
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$1.6K
W
121
WealthCollab
Washington
$1.43K +$1.41K +111 New
SCM
122
Sterling Capital Management
North Carolina
$787 -$4.01K -315 -84%
IA
123
IFP Advisors
Florida
$684
AF
124
Allworth Financial
California
$542
S
125
SignatureFD
Georgia
$529 +$522 +41 New

OOMA Hedge Fund Activity: Q2 2025 in Review

132 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2025, worth a combined $249M — down 3% from $256M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OOMA positions and 10 closed out — a net gain of 4 holders — while 49 added to existing stakes and 47 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $1.04M. The largest seller was AWM Investment Company, cutting an estimated $5.03M.

  • 132 institutional investors held Ooma (OOMA) as of Q2 2025, up from 128 in Q1 2025.
  • Funds reported $249M of Ooma stock for Q2 2025, down 3% quarter-over-quarter.
  • 14 funds opened new Ooma positions in Q2 2025 and 10 closed out, a net change of +4 holders.
  • The largest Ooma buyer in Q2 2025 was Segall Bryant & Hamill, an estimated $1.04M added.
  • The largest Ooma seller in Q2 2025 was AWM Investment Company, an estimated $5.03M sold.

Based on aggregated 13F filings for Q2 2025.