156 hedge funds and large institutions have $274M invested in Ooma in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
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
$525K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$9.87K
S
127
SignatureFD
Georgia
$8.12K
AF
128
Allworth Financial
California
$7.28K
PWMG
129
Private Wealth Management Group
New Jersey
$5.79K
GI
130
GAMMA Investing
California
$4.74K
HI
131
Harbour Investments
Wisconsin
$4.1K
AAP
132
Arax Advisory Partners
Colorado
$4.04K
Jones Financial Companies
133
Jones Financial Companies
Missouri
$3.88K
EWA
134
EverSource Wealth Advisors
Alabama
$3.46K
Optiver Holding
135
Optiver Holding
Netherlands
$3.11K
RIL
136
Rothschild Investment LLC
Illinois
$2.77K
SCM
137
Sterling Capital Management
North Carolina
$2.4K
MAM
138
Marquette Asset Management
Minnesota
$2.02K
JFGIW
139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.01K
AAM
140
Advisors Asset Management
Colorado
$1.99K
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$1.8K
PA
142
Parallel Advisors
California
$1.48K
TWD
143
True Wealth Design
Ohio
$1.47K
JWM
144
JPL Wealth Management
Colorado
$1.41K
FFA
145
Farther Finance Advisors
California
$948
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$888
RFP
147
Root Financial Partners
California
$786
MCM
148
MAI Capital Management
Ohio
$612
TM
149
Torren Management
California
$451
ZBNA
150
Zions Bancorporation, National Association
Utah
$437