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NOTE

FiscalNote

Delisted

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

76 hedge funds and large institutions have $72.7M invested in FiscalNote in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,000% more call options, than puts

Call options by funds: $122K | Put options by funds: $2K

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more funds holding

Funds holding: 6876 (+8)

0.12% more ownership

Funds ownership: 3.49%3.61% (+0.12%)

6% less capital invested

Capital invested by funds: $77M → $72.7M (-$4.33M)

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
29
Reduced
11
Closed
6
Calls
$122K
Puts
$2K
Net Calls
+$120K
Net Calls Change
+$90K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$104K
MG
27
Marex Group
$81.7K +$92.5K +5,317 New
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$69.8K -$261 -15 -0.3%
Jane Street
29
Jane Street
New York
$67.7K -$138K -7,933 -64%
C
30
Certuity
Florida
$57.6K
Citigroup
31
Citigroup
New York
$55.7K +$44K +2,526 +230%
VF
32
Virtu Financial
New York
$47K +$53.4K +3,067 New
Mirae Asset Global ETFs Holdings
33
Mirae Asset Global ETFs Holdings
Hong Kong
$43.8K +$4.84K +278 +11%
Bank of America
34
Bank of America
North Carolina
$41.4K -$2.8K -161 -6%
CF
35
Corebridge Financial
Texas
$41.2K -$278 -16 -0.6%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$40.9K
LPL Financial
37
LPL Financial
California
$37.6K
UBS Group
38
UBS Group
Switzerland
$36.7K +$14.6K +837 +54%
JP Morgan Chase
39
JP Morgan Chase
New York
$35.6K +$1.17K +67 +3%
Invesco
40
Invesco
Georgia
$35.5K +$470 +27 +1%
Deutsche Bank
41
Deutsche Bank
Germany
$34.1K
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$28.8K +$1.06K +61 +3%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$28.7K
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$26K
Mariner
45
Mariner
Kansas
$24.6K +$11.2K +642 +67%
PI
46
PFG Investments
New York
$24.3K
Wells Fargo
47
Wells Fargo
California
$23.7K -$1.06K -61 -4%
OMC
48
Oasis Management Company
Cayman Islands
$23.1K
Two Sigma Advisers
49
Two Sigma Advisers
New York
$21.1K -$1.01K -58 -4%
SG Americas Securities
50
SG Americas Securities
New York
$18K +$20K +1,150 New

NOTE Hedge Fund Activity: Q3 2024 in Review

76 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in FiscalNote (NOTE) for Q3 2024, worth a combined $72.7M — down 5.6% from $77M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NOTE positions and 6 closed out — a net gain of 9 holders — while 29 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.83M. The largest seller was Squarepoint, exiting entirely with an estimated $218K sold.

  • 76 institutional investors held FiscalNote (NOTE) as of Q3 2024, up from 68 in Q2 2024.
  • Funds reported $72.7M of FiscalNote stock for Q3 2024, down 5.6% quarter-over-quarter.
  • 15 funds opened new FiscalNote positions in Q3 2024 and 6 closed out, a net change of +9 holders.
  • The largest FiscalNote buyer in Q3 2024 was Morgan Stanley, an estimated $1.83M added.
  • The largest FiscalNote seller in Q3 2024 was Squarepoint, an estimated $218K sold.

Based on aggregated 13F filings for Q3 2024.