Applied Optoelectronics, Inc. (AAOI) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling AAOI?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Applied Optoelectronics, Inc., showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on AAOI?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Applied Optoelectronics, Inc..

Is institutional money flowing into AAOI?

114 institutional investors hold Applied Optoelectronics, Inc. (AAOI). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about AAOI?

Track institutional sentiment and conviction scores for Applied Optoelectronics, Inc. (AAOI) including Smart Money Verdict and position changes on HoldingsIntel.

Applied Optoelectronics, Inc.

AAOI·03823U102·US·equity·Technology - Communication Equipment-13D/G

AAOI (Applied Optoelectronics, Inc.) is held by 114 institutional investors as of Q4 2025. Largest holders: BlackRock, Inc. ($185M), VANGUARD GROUP INC ($173.7M), Invesco Ltd. ($122.4M). Net institutional sentiment: Mixed.

114

Holders

Avg rating(7 Elite)

$1.3B

Total Value

65% (124)

Fund Consensus

79 buying - 43 selling

Smart Money VerdictView all

47Weak MomentumSplit Signals

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See how AAOI's score breaks down across 4 SEC sources

Held by 114 funds

7 elite

Who's Trading

InsiderMurry Stefan J.Sell $546KApr 10, 2026

Activist

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	5.3M(+9.4%)	$185M	0.0%	+186.57%	33
VANGUARD GROUP INC	Increased	5M(+7.7%)	$173.7M	0.0%	+349.64%	33
Invesco Ltd.	Increased	3.5M(+5208.9%)	$122.4M	0.0%	+167.09%	49
MORGAN STANLEY	Increased	1.7M(+157.1%)	$59.3M	0.0%	+188.66%	48
JANE STREET GROUP, LLC	Increased	1.7M(+4312.8%)	$58.7M	0.0%	+166.09%	48
STATE STREET CORP	Increased	1.6M(+11.5%)	$56M	0.0%	+353.02%	33
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.5M(+10.7%)	$52.8M	0.0%	+455.63%	33
D. E. Shaw & Co., Inc.	New	1.4M	$47.6M	0.0%	+164.69%	40
Hood River Capital Management LLC	Decreased	1.3M(-19.0%)	$44.5M	0.5%	+267.54%	0
GOLDMAN SACHS GROUP INC	Decreased	967,305(-41.8%)	$33.7M	0.0%	+251.78%	0
BNP PARIBAS FINANCIAL MARKETS	Increased	955,287(+8508.5%)	$33.3M	0.0%	+165.93%	47
UBS Group AG	Decreased	951,065(-4.1%)	$33.2M	0.0%	+316.08%	0
ROYCE & ASSOCIATES LP	Decreased	773,948(-7.5%)	$27M	0.3%	+903.84%	0
CITADEL ADVISORS LLC	Decreased	551,297(-15.7%)	$19.2M	0.0%	+267.54%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	528,343(+9.8%)	$18.4M	0.0%	+307.11%	31
NORTHERN TRUST CORP	Increased	526,928(+3.8%)	$18.4M	0.0%	+391.48%	29
DRIEHAUS CAPITAL MANAGEMENT LLC	Increased	507,473(+35.2%)	$17.7M	0.1%	+231.36%	44
GILDER GAGNON HOWE & CO LLC	Increased	475,015(+450.8%)	$16.6M	0.2%	+178.52%	54
DIMENSIONAL FUND ADVISORS LP	Decreased	418,219(-1.8%)	$14.6M	0.0%	+621.65%	0
RAYMOND JAMES FINANCIAL INC	Increased	379,221(+139.9%)	$13.6M	0.0%	+177.55%	45
Steward Partners Investment Advisory, LLC	Decreased	366,417(-0.3%)	$12.8M	0.1%	+267.54%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	329,471(-67.8%)	$11.5M	0.0%	+275.45%	0
BANK OF AMERICA CORP /DE/	Decreased	325,842(-18.3%)	$11.4M	0.0%	+285.91%	0
NEW YORK STATE COMMON RETIREMENT FUND	Increased	315,039(+7.8%)	$11M	0.0%	+258.35%	30
SILVERCREST ASSET MANAGEMENT GROUP LLC	Decreased	266,272(-20.1%)	$9.3M	0.1%	+467.52%	0
TWO SIGMA INVESTMENTS, LP	Decreased	263,616(-8.9%)	$9.2M	0.0%	+487.83%	0
FIRST TRUST ADVISORS LP	Increased	242,010(+70.1%)	$8.4M	0.0%	+216.37%	41
BARCLAYS PLC	Increased	235,704(+4.4%)	$8.2M	0.0%	+233.99%	29
Nuveen, LLC	Increased	225,288(+16.5%)	$7.9M	0.0%	+317.41%	32
IMC-Chicago, LLC	Increased	203,249(+218.4%)	$7.1M	0.0%	+190.19%	44
Squarepoint Ops LLC	Increased	193,153(+81.1%)	$6.7M	0.0%	+211.47%	42
BALYASNY ASSET MANAGEMENT L.P.	Increased	166,364(+1594.3%)	$5.8M	0.0%	+169.13%	44
Allspring Global Investments Holdings, LLC	Decreased	144,727(-18.0%)	$5.7M	0.0%	+263.62%	0
SIMPLEX TRADING, LLC	Increased	162,908(+31.6%)	$5.7M	0.0%	+236.14%	34
Bank of New York Mellon Corp	Increased	162,181(+5.2%)	$5.7M	0.0%	+461.30%	29
GROUP ONE TRADING LLC	Decreased	160,726(-16.7%)	$5.6M	0.0%	+335.28%	0
FMR LLC	Increased	133,534(+782.0%)	$4.7M	0.0%	+171.89%	43
SEI INVESTMENTS CO	New	123,651	$4.3M	0.0%	+164.69%	37
Swiss National Bank	Increased	116,800(+13.0%)	$4.1M	0.0%	+398.70%	30
Walleye Trading LLC	Increased	102,588(+18.9%)	$3.6M	0.0%	+246.12%	31
Jain Global LLC	Decreased	100,731(-42.1%)	$3.5M	0.0%	+267.54%	0
TUDOR INVESTMENT CORP ET AL	Decreased	95,133(-78.8%)	$3.3M	0.0%	+344.77%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	93,485(+57.0%)	$3.3M	0.0%	+292.65%	38
WELLS FARGO & COMPANY/MN	Increased	88,822(+111.3%)	$3.1M	0.0%	+268.66%	43
Verition Fund Management LLC	Increased	87,312(+268.0%)	$3M	0.0%	+186.47%	43
COMMONWEALTH EQUITY SERVICES, LLC	New	80,964	$2.8M	0.0%	+164.69%	36
RHUMBLINE ADVISERS	Decreased	71,089(-7.8%)	$2.5M	0.0%	+570.57%	0
Russell Investments Group, Ltd.	Increased	69,978(+39.9%)	$2.4M	0.0%	+230.44%	35
Legal & General Group Plc	Increased	69,745(+1.1%)	$2.4M	0.0%	+423.51%	26
Walleye Capital LLC	Increased	63,343(+171.2%)	$2.2M	0.0%	+228.29%	42
MARSHALL WACE, LLP	Increased	60,809(+2.1%)	$2.1M	0.0%	+264.64%	26
ALLIANCEBERNSTEIN L.P.	Decreased	59,012(-0.3%)	$2.1M	0.0%	+262.48%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Increased	57,199(+14.5%)	$2M	0.0%	+356.42%	30
JPMORGAN CHASE & CO	Increased	55,465(+62.0%)	$1.9M	0.0%	+163.69%	37
AMERIPRISE FINANCIAL INC	Decreased	55,218(-86.6%)	$1.9M	0.0%	+728.27%	0
DEUTSCHE BANK AG\	Increased	55,035(+33.1%)	$1.9M	0.0%	+304.78%	33
Virtu Financial LLC	Decreased	52,412(-18.2%)	$1.8M	0.1%	+267.54%	0
CAPITAL FUND MANAGEMENT S.A.	Decreased	44,164(-81.7%)	$1.5M	0.0%	+278.72%	0
Quadrature Capital Ltd	New	41,671	$1.5M	0.0%	+164.69%	35
MetLife Investment Management, LLC	Increased	33,089(+2.9%)	$1.2M	0.0%	+435.34%	26
AMERICAN CENTURY COMPANIES INC	Increased	32,734(+78.9%)	$1.1M	0.0%	+213.76%	38
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Increased	30,977(+11.5%)	$1.1M	0.0%	+441.74%	28
BANK OF MONTREAL /CAN/	New	30,339	$1.1M	0.0%	+164.69%	35
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	28,051(+11.6%)	$977,858	0.0%	+386.60%	28
LPL Financial LLC	Increased	27,004(+8.8%)	$941,359	0.0%	+375.42%	27
AQR CAPITAL MANAGEMENT LLC	Increased	26,494(+20.9%)	$923,581	0.0%	+387.45%	30
XTX Topco Ltd	Increased	24,771(+167.6%)	$863,517	0.0%	+195.60%	40
JANUS HENDERSON GROUP PLC	Unchanged	24,155	$841,923	0.0%	+476.49%	0
INTECH INVESTMENT MANAGEMENT LLC	Decreased	22,538(-15.3%)	$785,675	0.0%	+310.22%	0
STIFEL FINANCIAL CORP	Increased	20,267(+37.9%)	$706,517	0.0%	+232.06%	32
Focus Partners Wealth	New	18,485	$644,387	0.0%	+164.69%	34
Arizona State Retirement System	Increased	16,519(+4.9%)	$575,852	0.0%	+430.32%	26
Police & Firemen's Retirement System of New Jersey	Increased	16,073(+3.6%)	$560,305	0.0%	+197.74%	25
Quantinno Capital Management LP	New	14,958	$521,436	0.0%	+164.69%	33
CITIGROUP INC	Decreased	14,890(-98.7%)	$519,066	0.0%	+194.48%	0
KLP KAPITALFORVALTNING AS	Increased	14,500(+38.1%)	$505,470	0.0%	+181.82%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	13,839(+53.0%)	$482,428	0.0%	+223.94%	34
NOMURA HOLDINGS INC	New	13,833	$482,218	0.0%	+164.69%	33
Zurcher Kantonalbank (Zurich Cantonalbank)	Increased	13,685(+49.9%)	$477,059	0.0%	+337.69%	33
Cetera Investment Advisers	Decreased	12,903(-13.3%)	$449,799	0.0%	+263.68%	0
Holocene Advisors, LP	New	12,484	$435,192	0.0%	+164.69%	33
Creative Planning	Increased	11,804(+40.4%)	$411,487	0.0%	+230.55%	32
SOROS FUND MANAGEMENT LLC	New	11,576	$403,539	0.0%	+164.69%	33
ProShare Advisors LLC	Increased	11,041(+18.8%)	$384,889	0.0%	+243.32%	28
VOYA INVESTMENT MANAGEMENT LLC	Increased	10,533(+8.0%)	$367,180	0.0%	+580.68%	26
MILLENNIUM MANAGEMENT LLC	New	10,268	$357,942	0.0%	+164.69%	33
FRANKLIN RESOURCES INC	Decreased	10,052(-11.0%)	$350,413	0.0%	+267.54%	0
LAZARD ASSET MANAGEMENT LLC	New	9,881	$344,452	0.0%	+164.69%	33
GAMCO INVESTORS, INC. ET AL	Decreased	9,200(-68.3%)	$320,712	0.0%	+1894.69%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	9,076(+0.1%)	$316,390	0.0%	+267.36%	23
Pictet Asset Management Holding SA	New	7,927	$276,335	0.0%	+164.69%	32
VICTORY CAPITAL MANAGEMENT INC	New	7,421	$258,696	0.0%	+164.69%	32
LOS ANGELES CAPITAL MANAGEMENT LLC	New	7,150	$250,751	0.0%	+164.69%	32
Pathstone Holdings, LLC	New	7,181	$250,330	0.0%	+164.69%	32
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	New	6,820	$237,745	0.0%	+164.69%	32
Brevan Howard Capital Management LP	New	6,178	$215,365	0.0%	+164.69%	32
ROYAL BANK OF CANADA	Decreased	5,883(-97.7%)	$205,000	0.0%	+262.25%	0
CIBC Private Wealth Group LLC	Increased	4,937(+5574.7%)	$172,104	0.0%	+167.59%	36
Ensign Peak Advisors, Inc	Decreased	3,800(-68.8%)	$132,468	0.0%	+263.62%	0
WOLVERINE ASSET MANAGEMENT LLC	Decreased	3,660(-59.2%)	$127,588	0.0%	+482.05%	0
Optiver Holding B.V.	Increased	2,370(+562.0%)	$82,618	0.0%	+176.37%	24
PRICE T ROWE ASSOCIATES INC /MD/	Increased	2.2M(+5321.6%)	$77,730	0.0%	+166.03%	34
OSAIC HOLDINGS, INC.	Decreased	1,609(-67.6%)	$56,089	0.0%	+267.39%	0
COMERICA BANK	Increased	1,386(+27.6%)	$48,310	0.0%	+239.03%	25
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1,200(+166.7%)	$41,832	0.0%	+233.68%	22
Allworth Financial LP	Increased	769(+1923.7%)	$26,808	0.0%	+168.30%	31
NISA INVESTMENT ADVISORS, LLC	Decreased	660(-31.4%)	$23,008	0.0%	+287.86%	0
Farther Finance Advisors, LLC	Increased	636(+1618.9%)	$22,171	0.0%	+169.07%	31
JONES FINANCIAL COMPANIES LLLP	Decreased	217(-0.5%)	$7,565	0.0%	+311.89%	0
Rockefeller Capital Management L.P.	Decreased	199(-0.5%)	$6,937	0.0%	+267.54%	0
US BANCORP \DE\	Unchanged	126	$4,392	0.0%	+677.90%	0
HRT FINANCIAL LP	Increased	53,935(+13.2%)	$1,880	0.0%	+251.58%	13
NATIONAL BANK OF CANADA /FI/	Decreased	38(-17.4%)	$1,324	0.0%	+267.54%	0
BNP Paribas Asset Management Holding S.A.	Increased	733(+61.1%)	$26	0.0%	+218.75%	11
Alyeska Investment Group, L.P.	Exited	0(-100.0%)	$19.7M	0.0%	+38.86%	0
GUGGENHEIM CAPITAL LLC	Exited	0(-100.0%)	$266,223	0.0%	+24.72%	0
PRINCIPAL FINANCIAL GROUP INC	Exited	0(-100.0%)	$1.3M	0.0%	+38.86%	0
Caption Management, LLC	Exited	0(-100.0%)	$95,941	0.0%	-0.61%	0
ADAGE CAPITAL PARTNERS GP, L.L.C.	Exited	0(-100.0%)	$7.8M	0.0%	+38.86%	0
Point72 Asset Management, L.P.	Exited	0(-100.0%)	$25.4M	0.0%	+38.86%	0
NewEdge Advisors, LLC	Exited	0(-100.0%)	$7,779	0.0%	+1805.82%	0
Schonfeld Strategic Advisors LLC	Exited	0(-100.0%)	$892,871	0.0%	+38.86%	0
LMR Partners LLP	Exited	0(-100.0%)	$414,880	0.0%	+38.86%	0
STATE OF WISCONSIN INVESTMENT BOARD	Exited	0(-100.0%)	$1.2M	0.0%	+38.86%	0

Applied Optoelectronics, Inc.

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