Applied Optoelectronics, Inc. (AAOI) Institutional Ownership

Ownership Summary

The institutional landscape for Applied Optoelectronics, Inc. (NASDAQ:AAOI) includes 180 filers as of the latest reporting cycle ending September 2025.

• The collective stake of institutional investors in Applied Optoelectronics moved to 92.9% in September 2025, a shift up from the 58.3% reported for June 2025.
• On a quarter-over-quarter basis, institutional holdings shifted by 46.65%, with a year-over-year an increase of 25.87% in the count of filers.
• A review of institutional activity for Applied Optoelectronics shows 116 of 180 filers increasing their positions, while 39 reduced their stake, and 25 remained unchanged.
• Collectively, institutional investors increased their stake in Applied Optoelectronics to 42.08Mn shares as of September 2025, a change that is up by 13.39Mn shares quarter on quarter and up 12.60Mn shares year over year.
• The top institutional stake in Applied Optoelectronics as of September 30, 2025 belongs to BlackRock, Inc., which owns 4.85Mn shares, or 10.71% of the company.
• Among the most significant buyers of Applied Optoelectronics during September 2025 were Hood River Capital Management LLC (1.58Mn), JANE STREET GROUP, LLC (1.36Mn), GOLDMAN SACHS GROUP INC (1.33Mn), Point72 Asset Management, L.P. (980.97K), HAWK RIDGE CAPITAL MANAGEMENT LP (825.00K).
• Leading sellers of Applied Optoelectronics stock in September 2025 included TWO SIGMA INVESTMENTS, LP (688.61K), DRIEHAUS CAPITAL MANAGEMENT LLC (565.62K), CloudAlpha Capital Management Limited/Hong Kong (330.23K), MORGAN STANLEY (265.67K), Y-Intercept (Hong Kong) Ltd (108.66K).
• The top 10 institutional holders of Applied Optoelectronics for the quarter ending September 2025 included BlackRock, Inc. (4.85Mn), VANGUARD GROUP INC (4.62Mn), JANE STREET GROUP, LLC (1.90Mn), OBERWEIS ASSET MANAGEMENT INC/ (1.89Mn), GOLDMAN SACHS GROUP INC (1.66Mn), Hood River Capital Management LLC (1.58Mn), STATE STREET CORP (1.44Mn), GEODE CAPITAL MANAGEMENT, LLC (1.37Mn), CITIGROUP INC (1.16Mn), CloudAlpha Capital Management Limited/Hong Kong (1.08Mn).