BBB Foods
TBBB
105 hedge funds and large institutions have $1.43B invested in BBB Foods in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 11 closing their positions.
255% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 11
90% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 21
52% more call options, than puts
Call options by funds: $603K | Put options by funds: $397K
33.46% more ownership
Funds ownership: 101.71% → 135.17% (+33%)
33% more funds holding
Funds holding: 79 → 105 (+26)
28% more capital invested
Capital invested by funds: $1.11B → $1.43B (+$317M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$75.5M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$45.8M |
| 3 |
Morgan Stanley
New York
|
+$36.5M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$32.2M |
| 5 |
Millennium Management
New York
|
+$31.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
-$23.3M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$20M |
| 3 |
AI
Axiom Investors
Greenwich,
Connecticut
|
-$11.7M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$5M |
| 5 |
ZDA
Zweig-DiMenna Associates
New York
|
-$3.84M |
TBBB Hedge Fund Activity: Q1 2025 in Review
105 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BBB Foods (TBBB) for Q1 2025, worth a combined $1.43B — up 28% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new TBBB positions and 11 closed out — a net gain of 28 holders — while 40 added to existing stakes and 21 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $75.5M. The largest seller was Ohio Public Employees Retirement System (OPERS), exiting entirely with an estimated $23.3M sold.
- 105 institutional investors held BBB Foods (TBBB) as of Q1 2025, up from 79 in Q4 2024.
- Funds reported $1.43B of BBB Foods stock for Q1 2025, up 28% quarter-over-quarter.
- 39 funds opened new BBB Foods positions in Q1 2025 and 11 closed out, a net change of +28 holders.
- The largest BBB Foods buyer in Q1 2025 was Fidelity Investments, an estimated $75.5M added.
- The largest BBB Foods seller in Q1 2025 was Ohio Public Employees Retirement System (OPERS), an estimated $23.3M sold.
Based on aggregated 13F filings for Q1 2025.