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Ooma
OOMA

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: 128 → 132 (+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: 2 → 1 (-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

Top Buyers

Rank Fund Capital Flow
1
SBH
Segall Bryant & Hamill
Illinois
+$1.04M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.02M
3
GCP
GSA Capital Partners
United Kingdom
+$999K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$981K
5
Renaissance Technologies
Renaissance Technologies
New York
+$978K

Top Sellers

Rank Fund Capital Flow
1
AIC
AWM Investment Company
New York
-$5.03M
2
TI
Trigran Investments
Illinois
-$3.73M
3
Boston Partners
Boston Partners
Massachusetts
-$3.05M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.38M
5
II
Inspire Investing
Idaho
-$744K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$284 +$153 +12 +120%
PWAM
127
Private Wealth Asset Management
Iowa
$245 – – –
RIL
128
Rothschild Investment LLC
Illinois
$194 -$254 -20 -57%
TWD
129
True Wealth Design
Ohio
$181 -$216 -17 -55%
FFA
130
Farther Finance Advisors
California
$181 – – –
GI
131
GAMMA Investing
California
$168 -$1.44K -113 -90%
SS
132
SBI Securities
Japan
$26 – – –
HNB
133
Huntington National Bank
Ohio
$13 – – –
II
134
Inspire Investing
Idaho
– -$744K -56,808 Closed
B
135
Bailard
California
– -$215K -16,392 Closed
CF
136
Corebridge Financial
Texas
– -$161K -12,274 Closed
QC
137
Quadrature Capital
United Kingdom
– -$152K -11,590 Closed
AG
138
Algert Global
California
– -$145K -11,087 Closed
PAS
139
Point72 Asia (Singapore)
Singapore
– -$7.97K -609 Closed
CCM
140
Coldstream Capital Management
Washington
– -$2.63K -201 Closed
Simplex Trading
141
Simplex Trading
Illinois
– -$2.33K -183 Closed
PFBT
142
Parkside Financial Bank & Trust
Missouri
– -$524 -40 Closed
QCG
143
Quadrant Capital Group
Ohio
– -$302 -23 Closed
2 3 4 5
6

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.