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Ooma
OOMA

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: 133 → 141 (+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

Top Buyers

Rank Fund Capital Flow
1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$1.72M
2
Morgan Stanley
Morgan Stanley
New York
+$1.09M
3
BlackRock
BlackRock
New York
+$783K
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$676K
5
SL
Sentinus LLC
Illinois
+$662K

Top Sellers

Rank Fund Capital Flow
1
TI
Trigran Investments
Illinois
-$3.21M
2
Millennium Management
Millennium Management
New York
-$2.01M
3
Jane Street
Jane Street
New York
-$1.29M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.24M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
126
MassMutual Private Wealth & Trust
Connecticut
$1.46K – – –
TM
127
Torren Management
California
$1.36K +$1.32K +116 New
HI
128
Harbour Investments
Wisconsin
$1.17K – – –
GI
129
GAMMA Investing
California
$680 +$662 +58 New
RIL
130
Rothschild Investment LLC
Illinois
$645 +$171 +15 +38%
EWA
131
EverSource Wealth Advisors
Alabama
$645 +$217 +19 +53%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$469 +$240 +21 +111%
TWD
133
True Wealth Design
Ohio
$329 -$582 -51 -65%
PWAM
134
Private Wealth Asset Management
Iowa
$223 – – –
FFA
135
Farther Finance Advisors
California
$176 +$11 +1 +7%
LFG
136
Larson Financial Group
Missouri
$82 +$80 +7 New
MCM
137
MAI Capital Management
Ohio
$47 +$46 +4 New
CA
138
Clearstead Advisors
Ohio
$36 +$34 +3 New
IA
139
IFP Advisors
Florida
$23 -$23 -2 -50%
HNB
140
Huntington National Bank
Ohio
$12 – – –
SIC
141
SJS Investment Consulting
Ohio
$12 +$11 +1 New
CCA
142
Cygnus Capital Advisors
Georgia
$5 +$5.07K +444 New
Jane Street
143
Jane Street
New York
– -$1.29M -107,921 Closed
MF
144
Magnetar Financial
Illinois
– -$883K -73,604 Closed
Citadel Advisors
145
Citadel Advisors
Florida
– -$750K -65,775 Closed
Prudential Financial
146
Prudential Financial
New Jersey
– -$641K -53,490 Closed
State of Tennessee, Department of Treasury
147
State of Tennessee, Department of Treasury
Tennessee
– -$225K -18,760 Closed
HF
148
HRT Financial
New York
– -$184K -15,402 Closed
IWM
149
IHT Wealth Management
Illinois
– -$152K -12,637 Closed
Simplex Trading
150
Simplex Trading
Illinois
– -$17.5K -1,534 Closed
3 4 5
6
7

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.