SOBO

South Bow Corp

278 hedge funds and large institutions have $3.5B invested in South Bow Corp in 2025 Q4 according to their latest regulatory filings, with 31 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 → $3.5B (-$404M)

24% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 41

52% less call options, than puts

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

Holders
278
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
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$6.7K
NA
202
NewEdge Advisors
Louisiana
$6.54K
BWL
203
Bogart Wealth LLC
Virginia
$6.26K
BCWM
204
Bartlett & Co Wealth Management
Ohio
$6.21K
HDIM
205
Hanson & Doremus Investment Management
Vermont
$6K
CP
206
Camelot Portfolios
Ohio
$5.65K
JAM
207
JCIC Asset Management
Ontario, Canada
$5.64K
AIM
208
Arcadia Investment Management
Michigan
$5.49K
Bessemer Group
209
Bessemer Group
New Jersey
$5K
CB
210
CNB Bank
Pennsylvania
$4.97K
GIM
211
Gold Investment Management
Alberta, Canada
$4.84K
HAP
212
Harbor Asset Planning
Massachusetts
$4.83K
FFA
213
Farther Finance Advisors
California
$4.7K
1IA
214
1620 Investment Advisors
Massachusetts
$4.39K
VCM
215
Versant Capital Management
Arizona
$3.88K
UBS AM
216
UBS AM
Illinois
$3.71K
HNB
217
Hilltop National Bank
Wyoming
$3.6K
FHC
218
First Horizon Corporation
Tennessee
$3.57K
NS
219
NBC Securities
Alabama
$3.46K
AF
220
Advisornet Financial
Minnesota
$3.29K
TFIPS
221
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.89K
RL
222
Rogco LP
Oklahoma
$2.75K
ETS
223
ESL Trust Services
New York
$2.75K
AUB
224
Atlantic Union Bankshares
Virginia
$2.75K
HFM
225
Hartford Financial Management
Connecticut
$2.69K