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ESAB
ESAB

348 hedge funds and large institutions have $5.62B invested in ESAB in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 109 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 109

1.97% more ownership

Funds ownership: 93.98% → 95.95% (+2%)

0% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 55

8% less call options, than puts

Call options by funds: $5.6M | Put options by funds: $6.05M

3% less funds holding

Funds holding: 359 → 348 (-11)

12% less capital invested

Capital invested by funds: $6.38B → $5.62B (-$754M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
348
Holders Change
-11
Holders Change %
-3.06%
% of All Funds
4.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
55
Increased
138
Reduced
109
Closed
55
Calls
$5.6M
Puts
$6.05M
Net Calls
-$454K
Net Calls Change
-$454K

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$104M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$93.1M
3
Millennium Management
Millennium Management
New York
+$61.5M
4
Victory Capital Management
Victory Capital Management
Texas
+$51.5M
5
BTW
Boston Trust Walden
Massachusetts
+$27.8M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$45M
2
Goldman Sachs
Goldman Sachs
New York
-$43.3M
3
Invesco
Invesco
Georgia
-$34.3M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$34.3M
5
DC
Davenport & Co
Virginia
-$33.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of New Jersey Common Pension Fund D
126
State of New Jersey Common Pension Fund D
New Jersey
$1.95M – – –
Handelsbanken Fonder
127
Handelsbanken Fonder
Sweden
$1.88M +$463K +4,000 +26%
HW
128
Hancock Whitney
Mississippi
$1.79M +$37.3K +322 +2%
ACM
129
Aquatic Capital Management
Illinois
$1.71M -$1.45M -12,511 -41%
Vontobel Holding
130
Vontobel Holding
Switzerland
$1.7M +$1.08M +9,356 +113%
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$1.67M +$290K +2,500 +17%
VCM
132
Voleon Capital Management
California
$1.66M -$2.94M -25,333 -60%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.65M -$216K -1,865 -10%
YCM
134
Yousif Capital Management
Michigan
$1.63M -$107K -922 -5%
LSERS
135
Louisiana State Employees Retirement System
Louisiana
$1.59M +$81.1K +700 +4%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$1.53M +$1.44M +12,406 +359%
ASRS
137
Arizona State Retirement System
Arizona
$1.53M -$4.17K -36 -0.2%
VIA
138
Vanguard Investments Australia
Australia
$1.45M +$1.73M +14,956 New
CAU
139
Caxton Associates (UK)
$1.42M +$1.12M +9,703 +193%
HPCM
140
Hunter Perkins Capital Management
Illinois
$1.39M +$174K +1,503 +12%
COPPSERS
141
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.38M +$2.08K +18 +0.1%
SOMRS
142
State of Michigan Retirement System
Michigan
$1.32M +$23.2K +200 +1%
LAM
143
L2 Asset Management
Massachusetts
$1.31M +$590K +5,096 +60%
KIM
144
Kestra Investment Management
Texas
$1.29M +$502K +4,336 +48%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$1.24M +$811 +7 +0.1%
VF
146
Vest Financial
Virginia
$1.24M +$143K +1,238 +11%
NMIMC
147
Northwestern Mutual Investment Management Company
Wisconsin
$1.24M +$1.74K +15 +0.1%
KK
148
KLP Kapitalforvaltning
Norway
$1.23M +$46.3K +400 +3%
LC
149
Lincoln Capital
Nebraska
$1.22M -$579 -5 -0%
First Manhattan
150
First Manhattan
New York
$1.18M +$420K +3,624 +42%
4 5
6
7 8

ESAB Hedge Fund Activity: Q1 2026 in Review

348 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ESAB (ESAB) for Q1 2026, worth a combined $5.62B — down 12% from $6.38B a quarter earlier.

Fund positioning in ESAB was balanced in Q1 2026: 55 funds opened new positions, 55 closed out, 138 added to existing stakes and 109 trimmed.

The largest buyer was Fidelity International, adding an estimated $104M. The largest seller was AllianceBernstein, cutting an estimated $45M.

  • 348 institutional investors held ESAB (ESAB) as of Q1 2026, down from 359 in Q4 2025.
  • Funds reported $5.62B of ESAB stock for Q1 2026, down 12% quarter-over-quarter.
  • 55 funds opened new ESAB positions in Q1 2026 and 55 closed out, a net change of 0 holders.
  • The largest ESAB buyer in Q1 2026 was Fidelity International, an estimated $104M added.
  • The largest ESAB seller in Q1 2026 was AllianceBernstein, an estimated $45M sold.

Based on aggregated 13F filings for Q1 2026.