SOBO

South Bow Corp

285 hedge funds and large institutions have $3.9B invested in South Bow Corp in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more capital invested

Capital invested by funds: $3.89B → $3.9B (+$6.39M)

5.15% less ownership

Funds ownership: 72.08%66.93% (-5.1%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
285
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
$24.9M
Puts
$7.96M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
176
AssetMark Inc
California
$35K
LI
177
Louisbourg Investments
New Brunswick, Canada
$33.8K
RF
178
Roxbury Financial
New Jersey
$32.5K
EWA
179
EverSource Wealth Advisors
Alabama
$29.8K
RhumbLine Advisers
180
RhumbLine Advisers
Massachusetts
$28.9K
PTC
181
Private Trust Company
Ohio
$22.3K
CA
182
Clearstead Advisors
Ohio
$20.8K
PWA
183
Physician Wealth Advisors
Utah
$19.8K
EB
184
Eastern Bank
Massachusetts
$19.8K
Macquarie Group
185
Macquarie Group
Australia
$18.3K
WSFS
186
Wilmington Savings Fund Society
Delaware
$17.1K
VFM
187
Vision Financial Markets
Connecticut
$16.1K
SWM
188
Spire Wealth Management
Virginia
$15.6K
CH
189
Cromwell Holdings
Wyoming
$15.5K
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$13K
BTI
191
Blue Trust Inc
Georgia
$12.7K
BG
192
Bollard Group
Massachusetts
$12K
HI
193
Harbour Investments
Wisconsin
$11.7K
TRCT
194
Tower Research Capital (TRC)
New York
$11.6K
AAP
195
Arax Advisory Partners
Colorado
$10.8K
MCM
196
MAI Capital Management
Ohio
$10.3K
GCM
197
Galibier Capital Management
Ontario, Canada
$10.3K
PA
198
Parallel Advisors
California
$9.82K
GRP
199
Global Retirement Partners
California
$8.78K
JAM
200
JCIC Asset Management
Ontario, Canada
$8.2K