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128 hedge funds and large institutions have $256M invested in Ooma in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $20K | Put options by funds: $4K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

4% more funds holding

Funds holding: 123128 (+5)

0.42% more ownership

Funds ownership: 72.12%72.54% (+0.42%)

6% less capital invested

Capital invested by funds: $274M → $256M (-$17.4M)

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
47
Reduced
38
Closed
15
Calls
$20K
Puts
$4K
Net Calls
+$16K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$48.8M -$1.27M -89,445 -2%
TI
2
Trigran Investments
Illinois
$43.2M -$2.63M -185,270 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.2M +$687K +48,459 +4%
AIC
4
AWM Investment Company
New York
$14.8M -$2.22M -156,800 -12%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$12.3M +$3.81M +268,636 +40%
Renaissance Technologies
6
Renaissance Technologies
New York
$11M +$167K +11,787 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$8.09M +$469K +33,071 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.53M +$292K +20,629 +4%
State Street
9
State Street
Massachusetts
$6.76M +$369K +26,073 +5%
Morgan Stanley
10
Morgan Stanley
New York
$5.43M +$820K +57,844 +16%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$5.08M +$1.91M +135,124 +53%
Millennium Management
12
Millennium Management
New York
$4.14M +$2.02M +142,220 +82%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$3.85M +$127K +8,934 +3%
Boston Partners
14
Boston Partners
Massachusetts
$3.6M -$1.53M -107,857 -28%
N
15
Nuveen
North Carolina
$3.47M
HIM
16
Herald Investment Management
United Kingdom
$3.4M
Goldman Sachs
17
Goldman Sachs
New York
$3.25M +$160K +11,300 +5%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.14M +$153K +10,771 +5%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$2.83M -$1.54M -108,822 -33%
Northern Trust
20
Northern Trust
Illinois
$2.75M -$74.3K -5,241 -2%
PCM
21
Perkins Capital Management
Minnesota
$2.5M +$10.9K +770 +0.4%
Marshall Wace
22
Marshall Wace
United Kingdom
$2.39M +$508K +35,845 +24%
TI
23
Trexquant Investment
Connecticut
$1.98M +$750K +52,932 +54%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$1.92M -$192K -13,556 -8%
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$1.68M +$1.15M +81,446 +173%

OOMA Hedge Fund Activity: Q1 2025 in Review

128 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2025, worth a combined $256M — down 6.4% from $274M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OOMA positions and 15 closed out — a net gain of 6 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $3.81M. The largest seller was Trigran Investments, cutting an estimated $2.63M.

  • 128 institutional investors held Ooma (OOMA) as of Q1 2025, up from 123 in Q4 2024.
  • Funds reported $256M of Ooma stock for Q1 2025, down 6.4% quarter-over-quarter.
  • 21 funds opened new Ooma positions in Q1 2025 and 15 closed out, a net change of +6 holders.
  • The largest Ooma buyer in Q1 2025 was Acadian Asset Management, an estimated $3.81M added.
  • The largest Ooma seller in Q1 2025 was Trigran Investments, an estimated $2.63M sold.

Based on aggregated 13F filings for Q1 2025.