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Applied Optoelectronics
AAOI

Overview Fund Activity

146 hedge funds and large institutions have $478M invested in Applied Optoelectronics in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 38 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-9
Holders Change %
-5.81%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
60
Reduced
38
Closed
39
Calls
$23.8M
Puts
$25.7M
Net Calls
-$1.89M
Net Calls Change
-$21.8M

Top Buyers

1
OAM
Oberweis Asset Management
Illinois
+$13.6M
2
PHK
Point72 Hong Kong
Hong Kong
+$11.4M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$9.69M
4
UBS Group
UBS Group
Switzerland
+$7.91M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$7.45M

Top Sellers

1
JCM
JAT Capital Management
Connecticut
-$68.3M
2
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
-$27.6M
3
JFG
Jefferies Financial Group
New York
-$23.4M
4
DCM
Driehaus Capital Management
Illinois
-$18.8M
5
PCM
Portolan Capital Management
Massachusetts
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$2.86K +$1.03K +67 +56%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$2.47K +$169 +11 +7%
RIL
128
Rothschild Investment LLC
Illinois
$1.77K +$230 +15 +15%
SS
129
Sunbelt Securities
Texas
$1.54K – – –
LC
130
Lindbrook Capital
California
$1.46K +$767 +50 +111%
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$931 – – –
Jones Financial Companies
132
Jones Financial Companies
Missouri
$901 +$246 +15 +38%
BIG
133
Brooklyn Investment Group
New York
$860 +$860 +56 New
CCMW
134
Cypress Capital Management (Wyoming)
Wyoming
$768 – – –
PWA
135
Physician Wealth Advisors
Utah
$753 +$753 +49 New
CA
136
CoreCap Advisors
Michigan
$399 +$246 +16 +160%
Osaic Holdings
137
Osaic Holdings
Arizona
$384 -$4.18K -272 -92%
PGAM
138
Princeton Global Asset Management
New Jersey
$384 – – –
SPIA
139
Steward Partners Investment Advisory
New York
$384 +$384 +25 New
HCP
140
Hexagon Capital Partners
Arkansas
$368 +$368 +24 New
SC
141
Stephens Consulting
Michigan
$307 +$307 +20 New
EWA
142
EverSource Wealth Advisors
Alabama
$215 +$123 +8 +133%
PA
143
Parallel Advisors
California
$169 +$92 +6 +120%
JCM
144
JAT Capital Management
Connecticut
– -$68.3M -1,851,730 Closed
YRHAM
145
Yong Rong (HK) Asset Management
Hong Kong
– -$27.6M -750,000 Closed
JFG
146
Jefferies Financial Group
New York
– -$23.4M -633,600 Closed
DCM
147
Driehaus Capital Management
Illinois
– -$18.8M -510,594 Closed
PCM
148
Portolan Capital Management
Massachusetts
– -$12.4M -336,907 Closed
AWM
149
Affinity Wealth Management
Delaware
– -$7.97M -216,091 Closed
PCM
150
Prelude Capital Management
New York
– -$6.98M -189,348 Closed
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