BBB Foods
TBBB
96 hedge funds and large institutions have $1.42B invested in BBB Foods in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 28 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 23
19% more call options, than puts
Call options by funds: $417K | Put options by funds: $350K
1.18% more ownership
Funds ownership: 83.42% → 84.6% (+1.2%)
1% less capital invested
Capital invested by funds: $1.43B → $1.42B (-$12.8M)
6% less funds holding
Funds holding: 102 → 96 (-6)
21% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 28
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$29.2M |
| 2 |
1WCM
12 West Capital Management
New York
|
+$25.1M |
| 3 |
DFO
Duquesne Family Office
New York
|
+$21.4M |
| 4 |
FSC
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
|
+$16.3M |
| 5 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$45.9M |
| 2 |
TIAM
TT International Asset Management
London,
United Kingdom
|
-$19M |
| 3 |
Millennium Management
New York
|
-$14.3M |
| 4 |
JP Morgan Chase
New York
|
-$12M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$9.44M |
TBBB Hedge Fund Activity: Q3 2025 in Review
96 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BBB Foods (TBBB) for Q3 2025, worth a combined $1.42B — down 0.9% from $1.43B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of TBBB and 22 opened new positions — a net loss of 6 holders — while 23 trimmed existing stakes and 41 added.
The largest buyer was BlackRock, adding an estimated $29.2M. The largest seller was William Blair Investment Management, cutting an estimated $45.9M.
- 96 institutional investors held BBB Foods (TBBB) as of Q3 2025, down from 102 in Q2 2025.
- Funds reported $1.42B of BBB Foods stock for Q3 2025, down 0.9% quarter-over-quarter.
- 22 funds opened new BBB Foods positions in Q3 2025 and 28 closed out, a net change of -6 holders.
- The largest BBB Foods buyer in Q3 2025 was BlackRock, an estimated $29.2M added.
- The largest BBB Foods seller in Q3 2025 was William Blair Investment Management, an estimated $45.9M sold.
Based on aggregated 13F filings for Q3 2025.