AAOI Hedge Fund Ownership (Q2 2026)

Applied Optoelectronics Inc (AAOI)

476 + Investors. Track Smart Money conviction in AAOI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AAOI

Based on 487 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added AAOI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

487 hedge funds hold AAOI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +216% more funds vs a year ago

fund count last 6Q

+333 new funds entered over the past year (+216% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 59% buying

328 buying231 selling

Last quarter: 328 funds bought or added vs 231 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 54 → 64 → 189 → 180. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

📌

Mixed — 25% long-term, 58% new

■ 25% conviction (2yr+) ■ 17% medium ■ 58% new

Of the 487 current holders: 123 (25%) held >2 years, 82 held 1–2 years, and 282 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💰

Value +102% but shares only +30% — price-driven

Value

+102%

+30%

Last quarter: the total dollar value of institutional holdings rose +102%, but actual share count only changed +30%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

43 → 54 → 64 → 189 → 180 new funds/Q

New funds entering each quarter: 54 → 64 → 189 → 180. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 55% of holders entered in last year

■ 37% veterans ■ 8% 1-2yr ■ 55% new

Of 540 current holders: 297 (55%) entered in the past year, only 201 (37%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds

58 of 479 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in AAOI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.4

out of 10

Moderate Exit Risk

Exit risk score 6.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	476	378	25.93%
13F Shares	70M	64M	10.15%
Total Value	$10.35B	$5.16B	100.61%
New Positions	179	189	-10
Increased Positions	134	99	+35
Closed Positions	73	31	+42
Reduced Positions	146	80	+66
Total Calls	32	29	10.34%
Total Puts	29	21	38.1%
PUT/CALL Ratio	0.91	0.72	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

476

378

25.93%

13F Shares

70M

64M

10.15%

Total Value

$10.35B

$5.16B

100.61%

New Positions

179

189

-10

Increased Positions

134

+35

Closed Positions

+42

Reduced Positions

146

+66

Total Calls

10.34%

Total Puts

38.1%

PUT/CALL Ratio

0.91

0.72

Neutral

Institutional Holders (2026 Q2)

476 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AAOI. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AAOI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	JAT Capital Mgmt LP	8.28%	26,500	$3.9M
2	Funde Sino Life Insurance Co Ltd	5.81%	120,306	$17.8M
3	Oberweis Asset Management Inc/	5.48%	1,791,127	$265.4M
4	Tuttle Capital Management, LLC	4.04%	40,488	$6.0M
5	FirstWave Capital Management LLC	3.81%	58,277	$8.6M
6	October Effect Ltd	3.51%	25,191	$3.7M
7	1492 Capital Management LLC	3.34%	76,405	$11.3M
8	Global Trust Asset Management, LLC	3.24%	69,849	$10.3M
9	Shariaportfolio, INC.	2.55%	48,698	$7.2M
10	Creek Drive Management Group LLC	1.80%	25,000	$3.7M
11	Marex Group Ltd	1.78%	2,830,272	$419.3M
12	Shellback Capital, LP	1.70%	131,004	$19.4M
13	Maytree Asset Management Ltd	1.69%	17,598	$2.6M
14	Arete Wealth Advisors, LLC	1.62%	333,252	$49.4M
15	Gallo Partners, LP	1.59%	4,826	$715K
16	Marex Group Ltd	1.57%	2,500,000	$370.4M
17	Hood River Capital Management LLC	1.50%	1,392,510	$206.3M
18	UNICOM Systems, Inc.	1.47%	152,483	$22.6M
19	Kultura Capital Management LP	1.43%	53,345	$7.9M
20	Frontier Capital Management Co LLC	1.35%	975,318	$144.5M
21	Chung Wu Investment Group, LLC	1.25%	12,840	$1.9M
22	Pacific Point Advisors, LLC	1.22%	18,000	$2.7M
23	Oak Grove Capital LLC	1.12%	159,150	$23.6M
24	Bannerstone Capital Management, LLC	1.10%	8,807	$1.3M
25	Zweig-DiMenna Associates LLC	0.97%	71,835	$10.6M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Applied Optoelectronics Inc (AAOI)

What does the Smart Money Trend signal show for AAOI?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added AAOI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AAOI?

Slight buying edge — 59% buying: Last quarter: 328 funds bought or added vs 231 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AAOI holders?

Elite ownership — 48% AUM from top-100 funds: 58 of 479 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in AAOI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AAOI?

Mixed — 25% long-term, 58% new: Of the 487 current holders: 123 (25%) held >2 years, 82 held 1–2 years, and 282 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Applied Optoelectronics Inc (AAOI)

Smart Money Signals — AAOI

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +216% more funds vs a year ago

Slight buying edge — 59% buying

Fewer new buyers each quarter (-9 vs last Q)

Mixed — 25% long-term, 58% new

Value +102% but shares only +30% — price-driven

Acceleration phase — new buyers rushing in

Early stage — 55% of holders entered in last year

Elite ownership — 48% AUM from top-100 funds

Institutional Sentiment Summary — AAOI

Hedge Fund Ownership: AAOI

Market Analysis: AAOI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AAOI

Hedge Fund Positioning: AAOI

Statistics: AAOI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Applied Optoelectronics Inc (AAOI)

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