SOBO

South Bow Corp

289 hedge funds and large institutions have $3.9B invested in South Bow Corp in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 76 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 (+$6.79M)

5.14% less ownership

Funds ownership: 72.1%66.95% (-5.1%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
289
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
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$37.8K
GAM
177
Generali Asset Management
Italy
$36.8K
AssetMark Inc
178
AssetMark Inc
California
$35K
IA
179
IFP Advisors
Florida
$34.1K
LI
180
Louisbourg Investments
New Brunswick, Canada
$33.8K
RF
181
Roxbury Financial
New Jersey
$32.5K
EWA
182
EverSource Wealth Advisors
Alabama
$29.8K
RhumbLine Advisers
183
RhumbLine Advisers
Massachusetts
$28.9K
PTC
184
Private Trust Company
Ohio
$22.3K
CA
185
Clearstead Advisors
Ohio
$20.8K
PWA
186
Physician Wealth Advisors
Utah
$19.8K
EB
187
Eastern Bank
Massachusetts
$19.8K
Macquarie Group
188
Macquarie Group
Australia
$18.3K
WSFS
189
Wilmington Savings Fund Society
Delaware
$17.1K
VFM
190
Vision Financial Markets
Connecticut
$16.1K
SWM
191
Spire Wealth Management
Virginia
$15.6K
CH
192
Cromwell Holdings
Wyoming
$15.5K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$13K
BTI
194
Blue Trust Inc
Georgia
$12.7K
BG
195
Bollard Group
Massachusetts
$12K
HI
196
Harbour Investments
Wisconsin
$11.7K
TRCT
197
Tower Research Capital (TRC)
New York
$11.6K
AAP
198
Arax Advisory Partners
Colorado
$10.8K
MCM
199
MAI Capital Management
Ohio
$10.3K
GCM
200
Galibier Capital Management
Ontario, Canada
$10.3K