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.
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)
Top Buyers
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$104M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$93.1M |
| 3 |
Millennium Management
New York
|
+$61.5M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$51.5M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$27.8M |
Top Sellers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$45M |
| 2 |
Goldman Sachs
New York
|
-$43.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$34.3M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$34.3M |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
-$33.8M |
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.