BBB Foods
TBBB
165 hedge funds and large institutions have $2.96B invested in BBB Foods in 2026 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 62 increasing their positions, 32 reducing their positions, and 16 closing their positions.
589% more call options, than puts
Call options by funds: $4.16M | Put options by funds: $604K
250% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 16
94% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 32
44% more capital invested
Capital invested by funds: $2.06B → $2.96B (+$904M)
30% more funds holding
Funds holding: 127 → 165 (+38)
2.57% less ownership
Funds ownership: 93.79% → 91.22% (-2.6%)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$125M |
| 2 |
Goldman Sachs
New York
|
+$49.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$44.5M |
| 4 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$41.5M |
| 5 |
Morgan Stanley
New York
|
+$36.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1WCM
12 West Capital Management
New York
|
-$21.8M |
| 2 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
-$18.6M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$16.1M |
| 4 |
Citigroup
New York
|
-$11.5M |
| 5 |
GCP
Greenoaks Capital Partners
Orinda,
California
|
-$9.89M |
TBBB Hedge Fund Activity: Q2 2026 in Review
165 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in BBB Foods (TBBB) for Q2 2026, worth a combined $2.96B — up 44% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new TBBB positions and 16 closed out — a net gain of 40 holders — while 62 added to existing stakes and 32 trimmed.
The largest buyer was Capital International Investors, adding an estimated $125M. The largest seller was 12 West Capital Management, cutting an estimated $21.8M.
- 165 institutional investors held BBB Foods (TBBB) as of Q2 2026, up from 127 in Q1 2026.
- Funds reported $2.96B of BBB Foods stock for Q2 2026, up 44% quarter-over-quarter.
- 56 funds opened new BBB Foods positions in Q2 2026 and 16 closed out, a net change of +40 holders.
- The largest BBB Foods buyer in Q2 2026 was Capital International Investors, an estimated $125M added.
- The largest BBB Foods seller in Q2 2026 was 12 West Capital Management, an estimated $21.8M sold.
Based on aggregated 13F filings for Q2 2026.