130 hedge funds and large institutions have $230M invested in Ooma in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $248M → $230M (-$18M)

19% less call options, than puts

Call options by funds: $302K | Put options by funds: $372K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
130
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$302K
Puts
$372K
Net Calls
Net Calls Change

Top Sellers

1 -$9.35M
2 -$2.79M
3 -$1.36M
4
Prudential Financial
Prudential Financial
New Jersey
-$982K
5
Squarepoint
Squarepoint
New York
-$949K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$26.2K
Federated Hermes
102
Federated Hermes
Pennsylvania
$24.1K
California State Teachers Retirement System (CalSTRS)
103
California State Teachers Retirement System (CalSTRS)
California
$22.3K
Simplex Trading
104
Simplex Trading
Illinois
$18K
CPG
105
Cornerstone Planning Group
New Jersey
$17K
Citigroup
106
Citigroup
New York
$13.5K
AAP
107
Arax Advisory Partners
Colorado
$11.9K
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$10.1K
AB
109
Amalgamated Bank
New York
$10K
SAM
110
Smartleaf Asset Management
Massachusetts
$8.63K
PD
111
Point72 (DIFC)
United Arab Emirates
$7.34K
PWMG
112
Private Wealth Management Group
New Jersey
$4.77K
Optiver Holding
113
Optiver Holding
Netherlands
$4.68K
PA
114
Parallel Advisors
California
$4.59K
AAM
115
Advisors Asset Management
Colorado
$2.41K
PE
116
Point72 Europe
United Kingdom
$1.8K
JFGIW
117
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.66K
MAM
118
Marquette Asset Management
Minnesota
$1.63K
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$1.49K
HI
120
Harbour Investments
Wisconsin
$1.2K
TWD
121
True Wealth Design
Ohio
$948
IA
122
IFP Advisors
Florida
$792
SCM
123
Sterling Capital Management
North Carolina
$731
S
124
SignatureFD
Georgia
$492
RIL
125
Rothschild Investment LLC
Illinois
$480