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141 hedge funds and large institutions have $222M invested in Ooma in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

6% more funds holding

Funds holding: 133141 (+8)

4% less capital invested

Capital invested by funds: $230M → $222M (-$8.16M)

6% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 49

1.05% less ownership

Funds ownership: 69.65%68.6% (-1%)

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
46
Reduced
49
Closed
12
Calls
$270K
Puts
Net Calls
+$270K
Net Calls Change
+$340K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$52K +$15.7K +1,378 +46%
C
102
Covestor
United Kingdom
$51K -$7.81K -685 -14%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$43.6K -$3.09K -271 -7%
VCM
104
Versant Capital Management
Arizona
$37.4K +$6.81K +597 +23%
IIM
105
IFC & Insurance Marketing
California
$34K +$32.7K +2,865 New
MAM
106
Meeder Asset Management
Ohio
$30.7K
AIP
107
Ameritas Investment Partners
Nebraska
$27.6K
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$27K
TRCT
109
Tower Research Capital (TRC)
New York
$22.9K -$2.7K -237 -11%
California State Teachers Retirement System (CalSTRS)
110
California State Teachers Retirement System (CalSTRS)
California
$18.3K -$3.46K -303 -16%
Federated Hermes
111
Federated Hermes
Pennsylvania
$17.9K -$5.53K -485 -24%
QL
112
Quarry LP
New York
$11.1K -$62.3K -5,462 -85%
UBS AM
113
UBS AM
Illinois
$11.1K +$10.8K +944 New
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$10.6K +$673 +59 +7%
LSV Asset Management
115
LSV Asset Management
Illinois
$10K +$9.37K +821 New
W
116
WealthCollab
Washington
$9.77K +$9.5K +833 New
AB
117
Amalgamated Bank
New York
$9K -$764 -67 -8%
SAM
118
Smartleaf Asset Management
Massachusetts
$5.93K -$2.26K -198 -28%
S
119
SignatureFD
Georgia
$4.89K +$4.29K +376 +917%
PWMG
120
Private Wealth Management Group
New Jersey
$4.67K
Optiver Holding
121
Optiver Holding
Netherlands
$4.58K
SCM
122
Sterling Capital Management
North Carolina
$1.94K +$1.19K +104 +170%
AAM
123
Advisors Asset Management
Colorado
$1.85K -$491 -43 -21%
AF
124
Allworth Financial
California
$1.64K +$1.22K +107 +324%
JFGIW
125
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.62K

OOMA Hedge Fund Activity: Q4 2025 in Review

141 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2025, worth a combined $222M — down 3.5% from $230M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new OOMA positions and 12 closed out — a net gain of 12 holders — while 46 added to existing stakes and 49 trimmed.

The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $1.72M. The largest seller was Trigran Investments, cutting an estimated $3.21M.

  • 141 institutional investors held Ooma (OOMA) as of Q4 2025, up from 133 in Q3 2025.
  • Funds reported $222M of Ooma stock for Q4 2025, down 3.5% quarter-over-quarter.
  • 24 funds opened new Ooma positions in Q4 2025 and 12 closed out, a net change of +12 holders.
  • The largest Ooma buyer in Q4 2025 was Jacobs Levy Equity Management, an estimated $1.72M added.
  • The largest Ooma seller in Q4 2025 was Trigran Investments, an estimated $3.21M sold.

Based on aggregated 13F filings for Q4 2025.