APPLIED OPTOELECTRONICS INC (AAOI) is held by 167 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Are institutions buying or selling AAOI?

In Q1 2026, 129 institutions opened or increased positions in APPLIED OPTOELECTRONICS INC while 46 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on AAOI?

HoldingsIntel scores APPLIED OPTOELECTRONICS INC across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 3 of the 4 carrying data for AAOI. In Q1 2026, the institutional leg showed net inflows: 129 buying versus 46 selling.

How many hedge funds hold AAOI?

167 institutional investors report holding APPLIED OPTOELECTRONICS INC (AAOI) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into AAOI?

As of Q1 2026, tracked institutions in APPLIED OPTOELECTRONICS INC show 129 buyers versus 46 sellers — net inflows.

APPLIED OPTOELECTRONICS INC

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

167

Holders

(14 Elite)

$3.8B

Total Value

74% (175)

Consensus

129 buying - 46 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 167 funds

14 elite

Who's Trading

InsiderMJMurry Stefan J.Sell $488KJul 10, 2026

InsiderC(Chen Min-Chu (Mike)Sell $1.7MJun 2, 2026

ActivistMSMarex Securities Products Inc.5.6%May 13, 2026

InsiderMJMurry Stefan J.Sell $638KMay 11, 2026

Activist

Invesco Ltd.2.7%May 6, 2026

InsiderL(Lin Chih-Hsiang (Thompson)Tax 9K shApr 22, 2026

InsiderL(Lin Chih-Hsiang (Thompson)Tax 2K shApr 22, 2026

InsiderL(Lin Chih-Hsiang (Thompson)Tax 3K shApr 22, 2026

InsiderL(Lin Chih-Hsiang (Thompson)Tax 2K shApr 22, 2026

InsiderY(Yeh Shu-Hua (Joshua)Tax 3K shApr 22, 2026

View all insider trades View all activist filings

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	7.2M(+35.5%)	$608.4M	0.0%	+142.04%	41
VAVANGUARD CAPITAL MANAGEMENT LLC	New	3.1M	$259M	0.0%	+25.78%	43
JANE STREET GROUP, LLC	Increased	2.3M(+35.4%)	$192.8M	0.0%	+133.30%	40
DED. E. Shaw & Co., Inc.	Increased	2.1M(+54.9%)	$179.1M	0.1%	+110.23%	51
Invesco Ltd.	Decreased	2M(-42.6%)	$170.4M	0.0%	+235.95%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	1.8M	$152.4M	0.0%	+25.78%	42
PRICE T ROWE ASSOCIATES INC /MD/	Decreased	1.7M(-22.3%)	$146.5M	0.0%	+234.61%	0
STATE STREET CORP	Increased	1.6M(+2.4%)	$139.1M	0.0%	+426.77%	31
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.6M(+7.2%)	$137.2M	0.0%	+435.69%	32
Hood River Capital Management LLC	Decreased	1.3M(-0.0%)	$107.9M	1.1%	+362.30%	0
VAValue Aligned Research Advisors, LLC	New	1.3M	$107.3M	0.5%	+25.78%	59
JPMORGAN CHASE & CO	Increased	1.1M(+1903.3%)	$94.7M	0.0%	+29.80%	48
GOLDMAN SACHS GROUP INC	Increased	1.1M(+12.1%)	$91.8M	0.0%	+247.69%	33
UBS Group AG	Increased	970,744(+2.1%)	$82.1M	0.0%	+391.83%	30
RAYMOND JAMES FINANCIAL INC	Increased	733,696(+93.5%)	$62.2M	0.0%	+87.91%	47
MORGAN STANLEY	Decreased	727,566(-57.2%)	$61.5M	0.0%	+263.08%	0
DRIEHAUS CAPITAL MANAGEMENT LLC	Increased	632,337(+24.6%)	$53.5M	0.4%	+186.09%	43
NORTHERN TRUST CORP	Increased	583,494(+10.7%)	$49.4M	0.0%	+348.12%	32
RENAISSANCE TECHNOLOGIES LLC	New	565,279	$47.8M	0.1%	+25.78%	40
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	532,228(+0.7%)	$45M	0.0%	+400.84%	29