Applied OptoelectronicsAAOI
13F holders, Q3 2025 (September 30)180holders +34
58new positions
24sold out
5famous investors
$25.94avg. 13F price*
At the end of Q3 2025, 180 institutions reported holding Applied Optoelectronics Inc. (AAOI) in their 13F filings, up 34 from Q2 2025. 58 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($125.8M), Vanguard Group Inc. ($119.9M) and Oberweis Asset Management Inc./ ($49.0M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Applied Optoelectronics Inc.
- CUSIP
- 03823U102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $234.6M |
| Exits | 24 | $113.0M |
All 13F filers, Q2 2025 → Q3 2025: 14,047,031 shares bought and 7,209,262 shares sold, net +6,837,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 180 holders
| BlackRock, Inc. | 0.00% | Add +14.2% | 4,851,851 | $125.8M |
| Vanguard Group Inc. | 0.00% | Add +13.6% | 4,624,570 | $119.9M |
| Oberweis Asset Management Inc./ | 1.87% | No change | 1,888,041 | $49.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +393.1% | 1,663,241 | $43.1M |
| Hood River Capital Management LLC | 0.48% | New | 1,575,623 | $40.9M |
| State Street Corp. | 0.00% | Add +17.8% | 1,440,595 | $37.4M |
| Geode Capital Management, LLC | 0.00% | Add +6.3% | 1,366,263 | $35.4M |
| Citigroup Inc. | 0.02% | Add +60.0% | 1,160,456 | $30.1M |
| CloudAlpha Capital Management Limited/Hong Kong | 2.51% | Reduce -23.4% | 1,078,750 | $28.0M |
| Susquehanna International Group, LLP | 0.04% | Add +89.1% | 1,023,223 | $26.5M |
| UBS Group AG | 0.01% | Reduce -2.7% | 991,491 | $25.7M |
| Point72 Asset Management | 0.06% | New | 980,972 | $25.4M |
| Royce & Associates LP | 0.22% | Reduce -7.7% | 836,853 | $21.7M |
| Hawk Ridge Capital Management LP | 1.02% | New | 824,997 | $21.4M |
| Alyeska Investment Group, L.P. | 0.06% | New | 761,196 | $19.7M |
| Morgan Stanley | 0.00% | Reduce -28.7% | 661,080 | $17.1M |
| Citadel Advisors | 0.01% | New | 653,774 | $17.0M |
| Point72 Hong Kong Ltd | 0.77% | New | 646,759 | $16.8M |
| Emerald Advisers, LLC | 0.51% | Reduce -1.7% | 609,645 | $15.8M |
| Portolan Capital Management, LLC | 0.77% | Add +20.0% | 546,219 | $14.2M |
| Northern Trust Corp. | 0.00% | Add +5.0% | 507,761 | $13.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +193.8% | 481,370 | $12.5M |
| Tudor Investment Corporation | 0.08% | Reduce -5.8% | 448,957 | $11.6M |
| Penn Capital Management Company, LLC | 0.85% | New | 425,955 | $11.1M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.3% | 425,649 | $11.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 411,959 | $10.7M |
| Bank of America Corp. | 0.00% | Reduce -18.9% | 398,957 | $10.3M |
| Emerald Mutual Fund Advisers Trust | 0.51% | Add +2.4% | 379,796 | $9.8M |
| Driehaus Capital Management LLC | 0.07% | Reduce -60.1% | 375,296 | $9.7M |
| Ardsley Advisory Partners LP | 1.47% | New | 364,500 | $9.6M |
| Steward Partners Investment Advisory, LLC | 0.05% | New | 367,697 | $9.5M |
| Point72 Asia (Singapore) Pte. Ltd. | 1.36% | New | 338,976 | $8.8M |
| Silvercrest Asset Management Group LLC | 0.06% | Reduce -2.3% | 333,223 | $8.6M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 300,000 | $7.8M |
| New York State Common Retirement Fund | 0.01% | Add +1618.6% | 292,167 | $7.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -70.4% | 289,368 | $7.5M |
| Royal Bank of Canada | 0.00% | Add +16.4% | 254,048 | $6.6M |
| Capital Fund Management S.A. | 0.06% | Reduce -41.6% | 241,362 | $6.3M |
| Barclays PLC | 0.00% | Reduce -7.5% | 225,774 | $5.9M |
| Rice Hall James & Associates, LLC | 0.28% | Reduce -16.6% | 199,193 | $5.2M |
| AI-Squared Management Ltd | 5.25% | New | 194,500 | $5.0M |
| WT Asset Management Ltd | 0.23% | New | 194,351 | $5.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -37.9% | 176,555 | $5.0M |
| Nuveen, LLC | 0.00% | Add +60.3% | 193,429 | $5.0M |
| Group One Trading LLC | 0.15% | Add +135.3% | 192,988 | $5.0M |
| Jain Global LLC | 0.06% | New | 173,889 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Add +16.8% | 158,080 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Add +3.2% | 154,228 | $4.0M |
| First Trust Advisors LP | 0.00% | Add +283.8% | 142,306 | $3.7M |
| Castleark Management LLC | 0.09% | New | 125,379 | $3.3M |
| Simplex Trading, LLC | 0.07% | New | 123,745 | $3.2M |
| Squarepoint Ops LLC | 0.01% | Reduce -36.0% | 106,631 | $2.8M |
| Swiss National Bank | 0.00% | Add +13.4% | 103,400 | $2.7M |
| Walleye Trading LLC | 0.04% | New | 86,252 | $2.2M |
| Gilder Gagnon Howe & Co. LLC | 0.02% | Add +22.0% | 86,247 | $2.2M |
| Algert Global LLC | 0.04% | New | 81,757 | $2.1M |
| Rhumbline Advisers | 0.00% | Reduce -1.8% | 77,058 | $2.0M |
| J. Goldman & Co LP | 0.07% | New | 74,702 | $1.9M |
| Legal & General Group Plc | 0.00% | Add +6.5% | 68,961 | $1.8M |
| Invesco Ltd. | 0.00% | Add +8.8% | 66,159 | $1.7M |
| F/m Investments LLC | 0.06% | New | 64,193 | $1.7M |
| Virtu Financial LLC | 0.09% | New | 64,072 | $1.7M |
| IMC-Chicago, LLC | 0.03% | New | 63,840 | $1.7M |
| Kornitzer Capital Management Inc. | 0.03% | No change | 60,295 | $1.6M |
| Marshall Wace, LLP | 0.00% | New | 59,564 | $1.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -44.6% | 59,561 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Add +5.2% | 59,173 | $1.5M |
| BOCHK Asset Management Ltd | 0.39% | New | 56,900 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +18843.9% | 50,012 | $1.3M |
| California State Teachers Retirement System | 0.00% | Reduce -9.8% | 49,962 | $1.3M |
| Principal Financial Group Inc. | 0.00% | New | 49,342 | $1.3M |
| HRT Financial LP | 0.00% | New | 47,634 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | New | 46,173 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -71.0% | 44,437 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +17.5% | 42,042 | $1.1M |
| Deutsche Bank AG | 0.00% | Add +13.9% | 41,335 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.6% | 41,127 | $1.1M |
| Wolverine Trading, LLC | 0.02% | Add +349.0% | 40,561 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +68.0% | 38,137 | $989K |
| SG Americas Securities, LLC | 0.00% | New | 37,937 | $984K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 34,434 | $893K |
| JPMorgan Chase & Co. | 0.00% | Reduce -70.1% | 34,242 | $888K |
| MetLife Investment Management, LLC | 0.00% | No change | 32,146 | $834K |
| Cinctive Capital Management LP | 0.04% | New | 30,845 | $800K |
| GAMCO Investors | 0.01% | Reduce -30.1% | 29,000 | $752K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | No change | 27,950 | $725K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.0% | 27,783 | $720K |
| Intech Investment Management LLC | 0.01% | Reduce -13.6% | 26,606 | $690K |
| Gsa Capital Partners LLP | 0.05% | Reduce -18.0% | 25,402 | $659K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -14.7% | 25,135 | $652K |
| LPL Financial LLC | 0.00% | Add +115.2% | 24,810 | $643K |
| Janus Henderson Group PLC | 0.00% | Add +28.5% | 24,155 | $626K |
| Truvestments Capital LLC | 0.11% | Add +6.8% | 23,786 | $617K |
| Verition Fund Management LLC | 0.00% | New | 23,728 | $615K |
| Walleye Capital LLC | 0.01% | Reduce -48.0% | 23,357 | $606K |
| AQR Capital Management | 0.00% | Add +16.7% | 21,911 | $568K |
| Chung Wu Investment Group, LLC | 0.45% | Add +56.7% | 21,000 | $545K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +150.9% | 20,286 | $526K |
| Diker Management LLC | 0.42% | New | 20,000 | $519K |
| American Century Companies Inc. | 0.00% | New | 18,295 | $474K |
| LMR Partners LLP | 0.01% | New | 16,000 | $415K |
| Arizona State Retirement System | 0.00% | Add +13.1% | 15,750 | $408K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +26.9% | 15,517 | $402K |
| StoneX Group Inc. | 0.02% | New | 15,308 | $397K |
| FMR LLC | 0.00% | Reduce -67.7% | 15,140 | $393K |
| Cetera Investment Advisers | 0.00% | Add +1.6% | 14,891 | $386K |
| Stifel Financial Corp. | 0.00% | New | 14,695 | $381K |
| White Pine Capital LLC | 0.09% | Add +0.2% | 12,231 | $317K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -41.6% | 12,200 | $316K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +260.9% | 11,884 | $308K |
| Franklin Resources Inc. | 0.00% | New | 11,294 | $293K |
| BNP Paribas Financial Markets | 0.00% | Add +119.4% | 11,097 | $288K |
| Kovack Advisors, Inc. | 0.03% | Reduce -6.8% | 10,865 | $282K |
| KLP Kapitalforvaltning As | 0.00% | No change | 10,500 | $272K |
| Guggenheim Capital LLC | 0.00% | Add +25.4% | 10,267 | $266K |
| Polymer Capital Management (HK) LTD | 0.04% | New | 9,865 | $256K |
| Balyasny Asset Management L.P. | 0.00% | New | 9,819 | $255K |
| Voya Investment Management LLC | 0.00% | Reduce -33.6% | 9,752 | $253K |
| Inceptionr LLC | 0.06% | New | 9,680 | $251K |
| ProShare Advisors LLC | 0.00% | Reduce -15.7% | 9,295 | $241K |
| XTX Topco Ltd | 0.01% | New | 9,258 | $240K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +43.4% | 9,128 | $237K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.5% | 9,063 | $235K |
| Envestnet Asset Management Inc. | 0.00% | New | 9,045 | $235K |
| Point72 Europe (London) LLP | 0.01% | New | 9,033 | $234K |
| Wolverine Asset Management LLC | 0.02% | Reduce -22.5% | 8,975 | $233K |
| Creative Planning | 0.00% | New | 8,405 | $218K |
| AlphaQuest LLC | 0.01% | Add +7.9% | 7,503 | $195K |
| Larson Financial Group LLC | 0.01% | Add +14222.0% | 7,161 | $186K |
| CoreCap Advisors, LLC | 0.01% | Add +711.4% | 5,712 | $148K |
| Osaic Holdings, Inc. | 0.00% | Add +1271.5% | 4,965 | $121K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -17.3% | 4,541 | $118K |
| Caption Management, LLC | 0.01% | Reduce -51.3% | 3,700 | $96K |
| Wexford Capital LP | 0.03% | New | 3,653 | $95K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -49.3% | 3,466 | $90K |
| Cwm, LLC | 0.00% | Reduce -3.2% | 2,148 | $56K |
| GAMMA Investing LLC | 0.00% | Reduce -7.4% | 1,653 | $43K |
| Amalgamated Bank | 0.00% | No change | 1,484 | $38K |
| Comerica Bank | 0.00% | New | 1,086 | $28K |
| Quadrant Capital Group LLC | 0.00% | New | 970 | $25K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 962 | $25K |
| Sterling Capital Management LLC | 0.00% | Add +118.2% | 875 | $23K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 695 | $18K |
| SBI Securities Co., Ltd. | 0.00% | Add +102.8% | 663 | $17K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +17.6% | 455 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.3% | 450 | $12K |
| Optiver Holding B.V. | 0.00% | New | 358 | $9K |
| NewEdge Advisors, LLC | 0.00% | No change | 300 | $8K |
| ORG Partners LLC | 0.00% | New | 280 | $7K |
| Archer Investment Corp | 0.00% | No change | 275 | $7K |
| Jones Financial Companies LLLP | 0.00% | Add +311.3% | 218 | $6K |
| Rockefeller Capital Management L.P. | 0.00% | New | 200 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 177 | $5K |
| US Bancorp \de | 0.00% | No change | 126 | $3K |
| Signaturefd, LLC | 0.00% | No change | 121 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -15.4% | 110 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 100 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 87 | $2K |
| Innovative Advisory Group, LLC | 0.00% | No change | 74 | $2K |
| LRI Investments, LLC | 0.00% | New | 69 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 62 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +60.0% | 56 | $1K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 50 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 48 | $1K |
| Quarry LP | 0.00% | Add +54.8% | 48 | $1K |
| National Bank of Canada | 0.00% | New | 46 | $1K |
| Kilter Group LLC | 0.00% | New | 41 | $1K |
| Rialto Wealth Management, LLC | 0.00% | No change | 40 | $1K |
| Smartleaf Asset Management LLC | 0.00% | New | 39 | $1K |
| Allworth Financial LP | 0.00% | Add +8.6% | 38 | $986 |
| Farther Finance Advisors, LLC | 0.00% | New | 37 | $959 |
| Princeton Global Asset Management LLC | 0.00% | No change | 25 | $648 |
| TD Private Client Wealth LLC | 0.00% | New | 24 | $622 |
| True Wealth Design, LLC | 0.00% | No change | 18 | $467 |
| WealthCollab, LLC | 0.00% | No change | 13 | $338 |
| Arax Advisory Partners | 0.00% | New | 13 | $337 |
| Advisory Services Network, LLC | 0.00% | New | 3 | $78 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.00% | Reduce -100.0% | 1 | $26 |
| FNY Investment Advisers, LLC | 0.00% | Reduce -89.5% | 14 | $0 |
| Covestor Ltd | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is AAOI's weight in each manager's 13F, not the share of Applied Optoelectronics Inc. the manager owns.