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NOTE

FiscalNote

Delisted

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

69 hedge funds and large institutions have $63.9M invested in FiscalNote in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $7K | Put options by funds: $3K

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

13% more funds holding

Funds holding: 6169 (+8)

13% more capital invested

Capital invested by funds: $56.5M → $63.9M (+$7.37M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.13% less ownership

Funds ownership: 3.4%3.26% (-0.13%)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
14
Reduced
26
Closed
10
Calls
$7K
Puts
$3K
Net Calls
+$4K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$50.4K
Goldman Sachs
27
Goldman Sachs
New York
$48K +$1.32K +78 +3%
AG
28
AlTi Global
New York
$46.5K -$70.5K -4,166 -59%
Deutsche Bank
29
Deutsche Bank
Germany
$42.5K -$1.69K -100 -4%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$42.5K
CIBC Asset Management
31
CIBC Asset Management
Ontario, Canada
$41.1K
N
32
Natixis
France
$39.9K +$42.3K +2,500 New
AIG
33
American International Group
New York
$39.2K -$355 -21 -0.8%
LPL Financial
34
LPL Financial
California
$39K
Invesco
35
Invesco
Georgia
$38.9K -$51 -3 -0.1%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.8K +$13.5K +799 +58%
SOW
37
State of Wyoming
Wyoming
$33.3K +$35.3K +2,089 New
JP Morgan Chase
38
JP Morgan Chase
New York
$33K -$21.9K -1,293 -38%
MG
39
Marex Group
$31.9K +$33.8K +2,000 New
Wells Fargo
40
Wells Fargo
California
$27.3K -$24.5K -1,446 -46%
Bank of America
41
Bank of America
North Carolina
$27.3K -$161K -9,521 -85%
XT
42
XTX Topco
Cayman Islands
$27.1K -$38.7K -2,287 -57%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$27K +$8.46K +500 +44%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$26.9K -$6.41K -379 -18%
Mariner
45
Mariner
Kansas
$26.8K +$28.4K +1,679 New
OMC
46
Oasis Management Company
Cayman Islands
$24.1K
Victory Capital Management
47
Victory Capital Management
Texas
$18K -$254 -15 -1%
Citigroup
48
Citigroup
New York
$17.9K +$6.78K +401 +56%
TSS
49
Two Sigma Securities
New York
$16.9K +$17.9K +1,057 New
MML Investors Services
50
MML Investors Services
Massachusetts
$16K

NOTE Hedge Fund Activity: Q1 2024 in Review

69 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in FiscalNote (NOTE) for Q1 2024, worth a combined $63.9M — up 13% from $56.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NOTE positions and 10 closed out — a net gain of 8 holders — while 14 added to existing stakes and 26 trimmed.

The largest buyer was Millennium Management, adding an estimated $833K. The largest seller was Morgan Stanley, cutting an estimated $1.6M.

  • 69 institutional investors held FiscalNote (NOTE) as of Q1 2024, up from 61 in Q4 2023.
  • Funds reported $63.9M of FiscalNote stock for Q1 2024, up 13% quarter-over-quarter.
  • 18 funds opened new FiscalNote positions in Q1 2024 and 10 closed out, a net change of +8 holders.
  • The largest FiscalNote buyer in Q1 2024 was Millennium Management, an estimated $833K added.
  • The largest FiscalNote seller in Q1 2024 was Morgan Stanley, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2024.