We are live on ! Find out more
NOTE

FiscalNote

Delisted

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

61 hedge funds and large institutions have $56.5M invested in FiscalNote in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 3.41%3.4% (-0.01%)

12% less funds holding

Funds holding: 6961 (-8)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

45% less capital invested

Capital invested by funds: $103M → $56.5M (-$46.1M)

86% less call options, than puts

Call options by funds: $2K | Put options by funds: $14K

Holders
61
Holders Change
-8
Holders Change %
-11.59%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
22
Reduced
14
Closed
16
Calls
$2K
Puts
$14K
Net Calls
-$12K
Net Calls Change
-$65K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
51
Victory Capital Management
Texas
$15.6K -$396K -23,983 -95%
MML Investors Services
52
MML Investors Services
Massachusetts
$13K
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$11.2K -$5.36K -325 -28%
Citigroup
54
Citigroup
New York
$9.85K +$11.8K +717 +23,900%
TRCT
55
Tower Research Capital (TRC)
New York
$9.12K +$1.44K +87 +15%
AB
56
Amalgamated Bank
New York
$7K -$858 -52 -9%
Legal & General Group
57
Legal & General Group
United Kingdom
$6.21K
AIP
58
Ameritas Investment Partners
Nebraska
$5.86K
Fidelity Investments
59
Fidelity Investments
Massachusetts
$2.09K -$27.2K -1,652 -92%
CIA
60
Cape Investment Advisory
Georgia
$113 +$132 +8 New
MHP
61
Manatuck Hill Partners
Connecticut
-$1.66M -66,667 Closed
N
62
Nuveen
North Carolina
-$487K -19,501 Closed
DC
63
Diametric Capital
Massachusetts
-$355K -14,226 Closed
HIIFS
64
Harel Insurance Investments & Financial Services
Israel
-$277K -11,406 Closed
F1I
65
Fund 1 Investments
Puerto Rico
-$270K -10,833 Closed
1CM
66
1492 Capital Management
Wisconsin
-$201K -8,061 Closed
PCM
67
Prelude Capital Management
New York
-$114K -4,567 Closed
MIM
68
MetLife Investment Management
New Jersey
-$72.4K -2,901 Closed
Marshall Wace
69
Marshall Wace
United Kingdom
-$55.2K -2,211 Closed
WVP
70
Worth Venture Partners
New Jersey
-$46.5K -1,864 Closed
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
-$25.6K -1,027 Closed
S
72
SignatureFD
Georgia
-$22.9K -917 Closed
Mariner
73
Mariner
Kansas
-$21.2K -851 Closed
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
-$7.5K -301 Closed
FFA
75
Farther Finance Advisors
California
-$3.45K -138 Closed

NOTE Hedge Fund Activity: Q4 2023 in Review

61 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in FiscalNote (NOTE) for Q4 2023, worth a combined $56.5M — down 45% from $103M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NOTE and 10 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $2.8M. The largest seller was Manatuck Hill Partners, exiting entirely with an estimated $1.66M sold.

  • 61 institutional investors held FiscalNote (NOTE) as of Q4 2023, down from 69 in Q3 2023.
  • Funds reported $56.5M of FiscalNote stock for Q4 2023, down 45% quarter-over-quarter.
  • 10 funds opened new FiscalNote positions in Q4 2023 and 16 closed out, a net change of -6 holders.
  • The largest FiscalNote buyer in Q4 2023 was Morgan Stanley, an estimated $2.8M added.
  • The largest FiscalNote seller in Q4 2023 was Manatuck Hill Partners, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2023.