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NOTE

FiscalNote

Delisted

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

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: 3863 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
51
International Assets Investment Management
Florida
$45.1K +$29K +1,033 New
Barclays
52
Barclays
United Kingdom
$45K -$77.6K -2,763 -73%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$44.9K +$28.8K +1,027 New
Victory Capital Management
54
Victory Capital Management
Texas
$40.2K -$590 -21 -2%
SOA
55
Sea Otter Advisors
Florida
$40K +$25.8K +917 New
AB
56
Amalgamated Bank
New York
$25K +$15.8K +562 New
TRCT
57
Tower Research Capital (TRC)
New York
$25K +$7.36K +262 +85%
Legal & General Group
58
Legal & General Group
United Kingdom
$23.3K +$15K +535 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$22K +$14K +497 New
AIP
60
Ameritas Investment Partners
Nebraska
$18.7K +$12.1K +429 New
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$13.1K +$8.45K +301 New
HWM
62
HighMark Wealth Management
Minnesota
$7.28K +$4.69K +167 New
SSB
63
Sandy Spring Bank
Maryland
$364 +$225 +8 New
NMC
64
NEA Management Company
Maryland
-$576K -25,612 Closed
RP
65
Regal Partners
Australia
-$632K -23,627 Closed
Jane Street
66
Jane Street
New York
-$230K -8,584 Closed
SPM
67
Symmetry Peak Management
Pennsylvania
-$145K -5,417 Closed
JF
68
Jump Financial
Illinois
-$128K -4,777 Closed
DC
69
Diametric Capital
Massachusetts
-$66.8K -2,497 Closed
Connor, Clark & Lunn Investment Management (CC&L)
70
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$60.6K -2,263 Closed
ECM
71
ExodusPoint Capital Management
New York
-$27K -1,017 Closed

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.