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NOTE

FiscalNote

Delisted

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

69 hedge funds and large institutions have $63.9M invested in FiscalNote in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $7K | Put options by funds: $3K

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

13% more funds holding

Funds holding: 6169 (+8)

13% more capital invested

Capital invested by funds: $56.5M → $63.9M (+$7.37M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.13% less ownership

Funds ownership: 3.4%3.26% (-0.13%)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
14
Reduced
26
Closed
10
Calls
$7K
Puts
$3K
Net Calls
+$4K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
51
SG Americas Securities
New York
$15K -$25.3K -1,497 -62%
ProShare Advisors
52
ProShare Advisors
Maryland
$14.3K +$15.1K +895 New
HSBC Holdings
53
HSBC Holdings
United Kingdom
$14.2K +$15.1K +890 New
TRCT
54
Tower Research Capital (TRC)
New York
$9.69K -$1.01K -60 -9%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$7.99K -$5.4K -319 -39%
Legal & General Group
56
Legal & General Group
United Kingdom
$7.22K
AIP
57
Ameritas Investment Partners
Nebraska
$6.84K
Citadel Advisors
58
Citadel Advisors
Florida
$6.2K -$36.8K -2,173 -85%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$4.83K +$2.54K +150 +98%
CA
60
CoreCap Advisors
Michigan
$3.23K +$3.42K +202 New
Simplex Trading
61
Simplex Trading
Illinois
$3K -$30.6K -1,811 -88%
AB
62
Amalgamated Bank
New York
$3K -$5.67K -335 -66%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$2.88K +$3.04K +180 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$2K -$24.5K -1,448 -93%
Group One Trading
65
Group One Trading
Illinois
$90 +$101 +6 New
GRP
66
Global Retirement Partners
California
$20 +$17 +1 New
AWM
67
Avior Wealth Management
Nebraska
$15 +$17 +1 New
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$13 +$17 +1 New
BFM
69
Boothbay Fund Management
New York
-$532K -38,874 Closed
LCM
70
Lynwood Capital Management
Ontario, Canada
-$342K -25,000 Closed
AA
71
AlphaCentric Advisors
Puerto Rico
-$57K -4,167 Closed
HF
72
HRT Financial
New York
-$32K -2,391 Closed
Walleye Capital
73
Walleye Capital
New York
-$31.6K -2,307 Closed
EGM
74
Engineers Gate Manager
New York
-$26.3K -1,924 Closed
WC
75
Wexford Capital
Florida
-$20.8K -1,522 Closed

NOTE Hedge Fund Activity: Q1 2024 in Review

69 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in FiscalNote (NOTE) for Q1 2024, worth a combined $63.9M — up 13% from $56.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NOTE positions and 10 closed out — a net gain of 8 holders — while 14 added to existing stakes and 26 trimmed.

The largest buyer was Millennium Management, adding an estimated $833K. The largest seller was Morgan Stanley, cutting an estimated $1.6M.

  • 69 institutional investors held FiscalNote (NOTE) as of Q1 2024, up from 61 in Q4 2023.
  • Funds reported $63.9M of FiscalNote stock for Q1 2024, up 13% quarter-over-quarter.
  • 18 funds opened new FiscalNote positions in Q1 2024 and 10 closed out, a net change of +8 holders.
  • The largest FiscalNote buyer in Q1 2024 was Millennium Management, an estimated $833K added.
  • The largest FiscalNote seller in Q1 2024 was Morgan Stanley, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2024.