BBB Foods
TBBB
128 hedge funds and large institutions have $1.87B invested in BBB Foods in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 9 closing their positions.
700% more call options, than puts
Call options by funds: $5.27M | Put options by funds: $658K
367% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
33% more funds holding
Funds holding: 96 → 128 (+32)
32% more capital invested
Capital invested by funds: $1.42B → $1.87B (+$455M)
15% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 34
5.67% more ownership
Funds ownership: 84.6% → 90.27% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$98.3M |
| 2 |
DFO
Duquesne Family Office
New York
|
+$44.6M |
| 3 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$39.1M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$20.8M |
| 5 |
Millennium Management
New York
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$67.9M |
| 2 |
3CP
3G Capital Partners
New York
|
-$31.4M |
| 3 |
1WCM
12 West Capital Management
New York
|
-$30.5M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$17.7M |
| 5 |
FSC
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
|
-$16.9M |
TBBB Hedge Fund Activity: Q4 2025 in Review
128 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in BBB Foods (TBBB) for Q4 2025, worth a combined $1.87B — up 32% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new TBBB positions and 9 closed out — a net gain of 33 holders — while 39 added to existing stakes and 34 trimmed.
The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $98.3M. The largest seller was Capital International Investors, cutting an estimated $67.9M.
- 128 institutional investors held BBB Foods (TBBB) as of Q4 2025, up from 96 in Q3 2025.
- Funds reported $1.87B of BBB Foods stock for Q4 2025, up 32% quarter-over-quarter.
- 42 funds opened new BBB Foods positions in Q4 2025 and 9 closed out, a net change of +33 holders.
- The largest BBB Foods buyer in Q4 2025 was Orbis Allan Gray, an estimated $98.3M added.
- The largest BBB Foods seller in Q4 2025 was Capital International Investors, an estimated $67.9M sold.
Based on aggregated 13F filings for Q4 2025.