We are live on ! Find out more
NOTE

FiscalNote
NOTE

Delisted

NOTE was delisted on the 25th of March, 2026.

Back to rankings

63 hedge funds and large institutions have $200M invested in FiscalNote in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

94% more capital invested

Capital invested by funds: $103M → $200M (+$96.9M)

66% more funds holding

Funds holding: 38 → 63 (+25)

0.5% more ownership

Funds ownership: 3.15% → 3.65% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
63
Holders Change
+25
Holders Change %
+65.79%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
19
Reduced
4
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.35M
2
Millennium Management
Millennium Management
New York
+$2.32M
3
State Street
State Street
Massachusetts
+$1.84M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.66M
5
Northern Trust
Northern Trust
Illinois
+$912K

Top Sellers

Rank Fund Capital Flow
1
RP
Regal Partners
Australia
-$632K
2
NMC
NEA Management Company
Maryland
-$576K
3
Morgan Stanley
Morgan Stanley
New York
-$351K
4
Jane Street
Jane Street
New York
-$230K
5
Bank of America
Bank of America
North Carolina
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
26
Virtu Financial
New York
$199K +$128K +4,556 New
JP Morgan Chase
27
JP Morgan Chase
New York
$176K +$108K +3,836 +2,051%
WVP
28
Worth Venture Partners
New Jersey
$163K +$27.1K +965 +35%
AllianceBernstein
29
AllianceBernstein
Tennessee
$138K +$88.6K +3,155 New
Wells Fargo
30
Wells Fargo
California
$136K +$86.1K +3,064 +7,295%
UBS Group
31
UBS Group
Switzerland
$130K +$79.5K +2,829 +1,779%
MIM
32
MetLife Investment Management
New Jersey
$127K +$81.5K +2,901 New
Bank of America
33
Bank of America
North Carolina
$121K -$208K -7,407 -73%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$114K +$73.5K +2,617 New
CIBC Asset Management
35
CIBC Asset Management
Ontario, Canada
$112K – – –
AIG
36
American International Group
New York
$109K +$70.2K +2,498 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$106K +$68.1K +2,426 New
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102K +$65.4K +2,330 New
CC
39
Centiva Capital
New York
$94.1K +$60.5K +2,154 New
Invesco
40
Invesco
Georgia
$93.1K +$59.9K +2,132 New
VOYA Investment Management
41
VOYA Investment Management
Georgia
$90.3K +$58.1K +2,068 New
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$75.4K +$48.5K +1,726 New
BCM
43
Bayesian Capital Management
New York
$68.1K +$43.8K +1,558 New
Citigroup
44
Citigroup
New York
$67.5K +$43.4K +1,545 New
OMC
45
Oasis Management Company
Cayman Islands
$65.8K – – –
State Board of Administration of Florida Retirement System
46
State Board of Administration of Florida Retirement System
Florida
$64.4K +$41.4K +1,473 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$63.9K +$41.1K +1,464 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$62.8K +$40.4K +1,437 New
CG
49
Colony Group
Massachusetts
$49K – – –
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$47K +$29.6K +1,055 New
1
2
3

NOTE Hedge Fund Activity: Q2 2023 in Review

63 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in FiscalNote (NOTE) for Q2 2023, worth a combined $200M — up 94% from $103M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NOTE positions and 8 closed out — a net gain of 25 holders — while 19 added to existing stakes and 4 trimmed.

The largest buyer was BlackRock, adding an estimated $8.35M. The largest seller was Regal Partners, exiting entirely with an estimated $632K sold.

  • 63 institutional investors held FiscalNote (NOTE) as of Q2 2023, up from 38 in Q1 2023.
  • Funds reported $200M of FiscalNote stock for Q2 2023, up 94% quarter-over-quarter.
  • 33 funds opened new FiscalNote positions in Q2 2023 and 8 closed out, a net change of +25 holders.
  • The largest FiscalNote buyer in Q2 2023 was BlackRock, an estimated $8.35M added.
  • The largest FiscalNote seller in Q2 2023 was Regal Partners, an estimated $632K sold.

Based on aggregated 13F filings for Q2 2023.