InvestorLens

AAOI — APPLIED OPTOELECTRONICS INC

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying AAOI?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong accumulation · 5 buying vs 0 selling last quarter
82
Macro Tailwind
Macro conditions are mixed for this sector
52
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their AAOI position last quarter, 5 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime).

Supporting evidence
  • +5 tracked investors added or increased positions last quarter (Paul Tudor Jones, Izzy Englander, Ken Griffin, …)
  • +6 tracked investors reported holding AAOI at their latest filing
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About APPLIED OPTOELECTRONICS INC (AAOI)

APPLIED OPTOELECTRONICS INC (AAOI) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $211M. Across recent filings, tracked investors recorded 10 new positions, 0 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in AAOI

100
/100
Strong Institutional Accumulation
Added / Increased10
Reduced0
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track AAOI

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

AAOI Ownership Composition

How APPLIED OPTOELECTRONICS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
87% of tracked value
Institutions
6
tracked investors
Total Reported
$325.2M
combined 13F value
Sectors2
  • Other86.8%
  • Hedge Funds13.2%
Other(4)
86.8%
Hedge Funds(2)
13.2%

Tracked investors reporting AAOI

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    2.5M
    Value
    $210.7M
    % Portfolio
    0.03%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    523.1K
    Value
    $44.2M
    % Portfolio
    0.08%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    501K
    Value
    $42.4M
    % Portfolio
    0.05%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    223.9K
    Value
    $18.9M
    % Portfolio
    0.08%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    99.7K
    Value
    $8.4M
    % Portfolio
    0.00%
  • George SorosDec 31, 2025
    Soros Fund Management
    Shares
    11.6K
    Value
    $403.5K
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold AAOI?
6 tracked institutional investors disclosed a position in AAOI (APPLIED OPTOELECTRONICS INC) in their most recent 13F filing.
Who is the largest institutional holder of AAOI?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in AAOI, valued at $211M.
Did institutional ownership of AAOI increase or decrease?
Across recent 13F filings, tracked investors recorded 10 new positions, 0 increased, 0 reduced, and 0 fully exited AAOI.
Where does this AAOI ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.