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NOTE

FiscalNote

Delisted

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

77 hedge funds and large institutions have $60.4M invested in FiscalNote in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 9

182% more call options, than puts

Call options by funds: $144K | Put options by funds: $51K

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 7677 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.16% less ownership

Funds ownership: 3.61%3.45% (-0.16%)

17% less capital invested

Capital invested by funds: $72.7M → $60.4M (-$12.3M)

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
39
Reduced
9
Closed
10
Calls
$144K
Puts
$51K
Net Calls
+$93K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$106K +$13.2K +1,087 +15%
AllianceBernstein
27
AllianceBernstein
Tennessee
$101K
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$92K +$49 +4 +0.1%
Squarepoint
29
Squarepoint
New York
$87.5K +$83K +6,814 New
N
30
Nuveen
North Carolina
$86.6K
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$64.1K +$5.46K +448 +10%
VF
32
Virtu Financial
New York
$58K +$17.9K +1,469 +48%
Citigroup
33
Citigroup
New York
$53.8K +$6.91K +567 +16%
Bank of America
34
Bank of America
North Carolina
$52.5K +$16.9K +1,390 +52%
FGA
35
Fortis Group Advisors
New Jersey
$51.4K +$48.7K +4,000 New
PI
36
PFG Investments
New York
$49.8K +$27.9K +2,292 +145%
Simplex Trading
37
Simplex Trading
Illinois
$45K +$43.5K +3,571 New
AWA
38
Arkadios Wealth Advisors
Georgia
$39.9K +$37.9K +3,107 New
Wolverine Trading
39
Wolverine Trading
Illinois
$39.3K +$34.7K +2,845 New
Mirae Asset Global ETFs Holdings
40
Mirae Asset Global ETFs Holdings
Hong Kong
$38.3K +$1.55K +127 +4%
Mariner
41
Mariner
Kansas
$38.2K +$16.7K +1,368 +85%
NA
42
NewEdge Advisors
Louisiana
$37.5K +$25.4K +2,084 +250%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$34.2K
CF
44
Corebridge Financial
Texas
$33.4K -$1.04K -85 -3%
JP Morgan Chase
45
JP Morgan Chase
New York
$33.1K +$3.21K +263 +11%
Wells Fargo
46
Wells Fargo
California
$31.4K +$10.9K +897 +58%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$30.6K +$6.18K +507 +27%
Invesco
48
Invesco
Georgia
$30.2K +$524 +43 +2%
SG Americas Securities
49
SG Americas Securities
New York
$27K +$11.7K +957 +83%
Marshall Wace
50
Marshall Wace
United Kingdom
$24.5K -$554K -45,493 -96%

NOTE Hedge Fund Activity: Q4 2024 in Review

77 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in FiscalNote (NOTE) for Q4 2024, worth a combined $60.4M — down 17% from $72.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NOTE positions and 10 closed out — a net gain of 1 holder — while 39 added to existing stakes and 9 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $1.4M. The largest seller was Millennium Management, exiting entirely with an estimated $2.23M sold.

  • 77 institutional investors held FiscalNote (NOTE) as of Q4 2024, up from 76 in Q3 2024.
  • Funds reported $60.4M of FiscalNote stock for Q4 2024, down 17% quarter-over-quarter.
  • 11 funds opened new FiscalNote positions in Q4 2024 and 10 closed out, a net change of +1 holder.
  • The largest FiscalNote buyer in Q4 2024 was Kennedy Capital Management, an estimated $1.4M added.
  • The largest FiscalNote seller in Q4 2024 was Millennium Management, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2024.