Air Products & Chemicals, Inc. (APD) — Hedge Fund Ownership Q4 2025
APD
- Air Products & Chemicals, Inc. (APD) is held by 6 of 81 tracked hedge funds, with Viking Global Investors (3%) and Dodge & Cox (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in APD holdings came from Viking Global Investors (+30%) and Dodge & Cox (+3%), highlighting conviction.
- Overall, hedge funds increased exposure to Air Products & Chemicals, Inc. (APD) by +11% vs the prior quarter and +38% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Viking Global Investors Andreas Halvorsen
|
3.14% | 4.8M | +30.42% | — | $1.18B | $247.02 | — |
| 2 |
Dodge & Cox
|
1.23% | 9.2M | +2.57% | +38.62% | $2.28B | $247.02 | — |
| 3 |
Hillman Capital Management Mark Hillman
|
0.21% | 1K | +19.39% | +47.46% | $337,676 | $247.02 | — |
| 4 |
Markel Group Tom Gayner
|
0.14% | 72K | +10.00% | +10.85% | $17.7M | $247.02 | — |
| 5 |
Jensen Investment Management
|
0.04% | 9K | +0.03% | -38.03% | $2.2M | $247.02 | — |
| 6 |
First Eagle Investment Management
|
0.00% | 16 | NEW | — | $3,952 | $247.00 | — |
| 6 | Total | — | 14.1M | +10.62% | +38.19% | $3.48B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.