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NOTE

FiscalNote

Delisted

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

68 hedge funds and large institutions have $77M invested in FiscalNote in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

21% more capital invested

Capital invested by funds: $63.9M → $77M (+$13.1M)

0.22% more ownership

Funds ownership: 3.26%3.49% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 6968 (-1)

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
23
Reduced
16
Closed
14
Calls
$30K
Puts
Net Calls
+$30K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Change in
Stake
C
26
Certuity
Florida
$65.7K
AG
27
AlTi Global
New York
$51.1K
Bank of America
28
Bank of America
North Carolina
$50.1K +$18.2K +1,150 +67%
CF
29
Corebridge Financial
Texas
$47.3K +$42.8K +2,700 New
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$46.6K
Mirae Asset Global ETFs Holdings
31
Mirae Asset Global ETFs Holdings
Hong Kong
$45.1K +$40.9K +2,576 New
LPL Financial
32
LPL Financial
California
$42.8K
Invesco
33
Invesco
Georgia
$40K -$2.47K -156 -6%
JP Morgan Chase
34
JP Morgan Chase
New York
$39.4K +$2.82K +178 +9%
Deutsche Bank
35
Deutsche Bank
Germany
$38.9K -$6.98K -440 -17%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$32.7K +$2.85K +180 +11%
TSS
37
Two Sigma Securities
New York
$32.1K +$12.3K +775 +73%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$31.8K +$28.8K +1,817 New
DTL
39
Dynamic Technology Lab
Singapore
$31K +$28.3K +1,782 New
Barclays
40
Barclays
United Kingdom
$30.1K -$28.2K -1,780 -51%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$29K
Wells Fargo
42
Wells Fargo
California
$28.2K -$1.67K -105 -6%
PI
43
PFG Investments
New York
$27.7K -$35.7K -2,250 -59%
UBS Group
44
UBS Group
Switzerland
$27.1K -$54.6K -3,441 -69%
OMC
45
Oasis Management Company
Cayman Islands
$26.4K
AQR Capital Management
46
AQR Capital Management
Connecticut
$25.8K +$23.4K +1,475 New
Two Sigma Advisers
47
Two Sigma Advisers
New York
$25.1K +$22.7K +1,433 New
TRCT
48
Tower Research Capital (TRC)
New York
$24.9K +$13K +817 +135%
Victory Capital Management
49
Victory Capital Management
Texas
$20.1K +$285 +18 +2%
Citigroup
50
Citigroup
New York
$19.2K -$381 -24 -2%

NOTE Hedge Fund Activity: Q2 2024 in Review

68 of the 6,929 institutional investors tracked by Wall St. Rank reported a position in FiscalNote (NOTE) for Q2 2024, worth a combined $77M — up 21% from $63.9M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NOTE and 13 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 23 added.

The largest buyer was Morgan Stanley, adding an estimated $3.1M. The largest seller was BlackRock, cutting an estimated $102K.

  • 68 institutional investors held FiscalNote (NOTE) as of Q2 2024, down from 69 in Q1 2024.
  • Funds reported $77M of FiscalNote stock for Q2 2024, up 21% quarter-over-quarter.
  • 13 funds opened new FiscalNote positions in Q2 2024 and 14 closed out, a net change of -1 holder.
  • The largest FiscalNote buyer in Q2 2024 was Morgan Stanley, an estimated $3.1M added.
  • The largest FiscalNote seller in Q2 2024 was BlackRock, an estimated $102K sold.

Based on aggregated 13F filings for Q2 2024.