130 hedge funds and large institutions have $248M invested in Ooma in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

2.45% less ownership

Funds ownership: 72.23%69.78% (-2.4%)

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
130
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1K
Puts
$304K
Net Calls
Net Calls Change

Top Sellers

1 -$5.1M
2 -$3.78M
3 -$3.09M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.4M
5
II
Inspire Investing
Idaho
-$744K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
101
Meeder Asset Management
Ohio
$33.8K
AIP
102
Ameritas Investment Partners
Nebraska
$30.4K
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$30K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$26K
California State Teachers Retirement System (CalSTRS)
105
California State Teachers Retirement System (CalSTRS)
California
$24K
PD
106
Point72 (DIFC)
United Arab Emirates
$11.2K
AB
107
Amalgamated Bank
New York
$11K
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$10.8K
Federated Hermes
109
Federated Hermes
Pennsylvania
$8.55K
EWA
110
EverSource Wealth Advisors
Alabama
$6.23K
VCM
111
Versant Capital Management
Arizona
$5.91K
PWMG
112
Private Wealth Management Group
New Jersey
$5.13K
SAM
113
Smartleaf Asset Management
Massachusetts
$3.85K
AAM
114
Advisors Asset Management
Colorado
$2.79K
GRP
115
Global Retirement Partners
California
$2.41K
Bessemer Group
116
Bessemer Group
New Jersey
$2K
AAP
117
Arax Advisory Partners
Colorado
$1.83K
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$1.6K
W
119
WealthCollab
Washington
$1.43K
SCM
120
Sterling Capital Management
North Carolina
$787
IA
121
IFP Advisors
Florida
$684
AF
122
Allworth Financial
California
$542
S
123
SignatureFD
Georgia
$529
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$284
PWAM
125
Private Wealth Asset Management
Iowa
$245