SOBO

South Bow Corp

280 hedge funds and large institutions have $3.51B invested in South Bow Corp in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

10% less capital invested

Capital invested by funds: $3.91B → $3.51B (-$398M)

20% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 41

52% less call options, than puts

Call options by funds: $22.9M | Put options by funds: $47.6M

Holders
280
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.9M
Puts
$47.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
251
Bell Investment Advisors
California
$742
CPG
252
Cornerstone Planning Group
New Jersey
$618
RDFA
253
Ritter Daniher Financial Advisory
Ohio
$550
KSB
254
Kennebec Savings Bank
Maine
$549
AIM
255
Anchor Investment Management
South Carolina
$549
RFP
256
Root Financial Partners
California
$549
SIS
257
Sound Income Strategies
Florida
$531
MEG
258
Millstone Evans Group
Colorado
$522
CFM
259
Cornerstone Financial Management
Massachusetts
$522
MIM
260
MTM Investment Management
South Carolina
$494
CFO
261
CVA Family Office
Colorado
$467
MCA
262
McGuire Capital Advisors
Oklahoma
$412
AWA
263
American Wealth Advisors
Georgia
$382
ADL
264
Asset Dedication LLC
California
$330
SA
265
Scarborough Advisors
Maryland
$275
TPCW
266
TD Private Client Wealth
New York
$220
LWM
267
Lodestone Wealth Management
Washington
$220
OP
268
ORG Partners
Indiana
$192
PPC
269
Park Place Capital
Alabama
$165
TWD
270
True Wealth Design
Ohio
$138
GSWM
271
Golden State Wealth Management
California
$137
KFI
272
Key Financial Inc
Pennsylvania
$110
GFA
273
Godfrey Financial Associates
New York
$110
TAM
274
Tucker Asset Management
Colorado
$82
FFO
275
Fortitude Family Office
Arizona
$55