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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: 128132 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$47.4M -$660K -51,852 -1%
TI
2
Trigran Investments
Illinois
$38.8M -$3.73M -293,137 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.9M +$1.02M +79,819 +6%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$13.2M +$981K +77,133 +8%
Renaissance Technologies
5
Renaissance Technologies
New York
$11.8M +$978K +76,913 +9%
AIC
6
AWM Investment Company
New York
$9.45M -$5.03M -395,153 -35%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.59M +$169K +13,258 +2%
State Street
8
State Street
Massachusetts
$6.8M +$139K +10,920 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$6.57M -$1.38M -108,764 -18%
Morgan Stanley
10
Morgan Stanley
New York
$5.91M +$557K +43,774 +11%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$5.65M +$631K +49,592 +13%
Millennium Management
12
Millennium Management
New York
$4.23M +$146K +11,510 +4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$4M +$204K +16,060 +5%
N
14
Nuveen
North Carolina
$3.57M +$156K +12,258 +5%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.51M +$411K +32,308 +13%
HIM
16
Herald Investment Management
United Kingdom
$3.35M
Goldman Sachs
17
Goldman Sachs
New York
$2.78M -$425K -33,430 -13%
Northern Trust
18
Northern Trust
Illinois
$2.73M +$20.7K +1,627 +0.8%
Marshall Wace
19
Marshall Wace
United Kingdom
$2.53M +$169K +13,321 +7%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$2.52M -$258K -20,251 -9%
PCM
21
Perkins Capital Management
Minnesota
$2.46M -$4.77K -375 -0.2%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$2.29M +$737K +57,951 +49%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$1.87M -$25.9K -2,036 -1%
Prudential Financial
24
Prudential Financial
New Jersey
$1.75M +$458K +36,022 +36%
TI
25
Trexquant Investment
Connecticut
$1.74M -$202K -15,891 -11%

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.