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NOTE

FiscalNote

Delisted

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

68 hedge funds and large institutions have $77M invested in FiscalNote in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

21% more capital invested

Capital invested by funds: $63.9M → $77M (+$13.1M)

0.22% more ownership

Funds ownership: 3.26%3.49% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 6968 (-1)

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
23
Reduced
16
Closed
14
Calls
$30K
Puts
Net Calls
+$30K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$17K
Mariner
52
Mariner
Kansas
$16.8K -$11.4K -717 -43%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$13.2K +$7.12K +449 +148%
Legal & General Group
54
Legal & General Group
United Kingdom
$9.37K +$1.32K +83 +18%
SSB
55
Sandy Spring Bank
Maryland
$8.1K +$7.33K +462 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$8K +$5.71K +360 +316%
AIP
57
Ameritas Investment Partners
Nebraska
$7.51K
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$6.37K -$2.17K -137 -27%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$5.59K +$2.21K +139 +77%
AB
60
Amalgamated Bank
New York
$3K
CPG
61
Cornerstone Planning Group
New Jersey
$940 +$936 +59 New
Group One Trading
62
Group One Trading
Illinois
$796 +$619 +39 +650%
AAP
63
Arax Advisory Partners
Colorado
$755 +$682 +43 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$133 +$127 +8 New
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$91 +$63 +4 +400%
GRP
66
Global Retirement Partners
California
$22
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
-$71.2K -4,489 Closed
CIBC Asset Management
68
CIBC Asset Management
Ontario, Canada
-$41.1K -2,573 Closed
N
69
Natixis
France
-$39.9K -2,500 Closed
AIG
70
American International Group
New York
-$39.2K -2,454 Closed
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$34.8K -2,183 Closed
SOW
72
State of Wyoming
Wyoming
-$33.3K -2,089 Closed
MG
73
Marex Group
-$31.9K -2,000 Closed
XT
74
XTX Topco
Cayman Islands
-$27.1K -1,698 Closed
SG Americas Securities
75
SG Americas Securities
New York
-$15K -926 Closed

NOTE Hedge Fund Activity: Q2 2024 in Review

68 of the 6,929 institutional investors tracked by Wall St. Rank reported a position in FiscalNote (NOTE) for Q2 2024, worth a combined $77M — up 21% from $63.9M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NOTE and 13 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 23 added.

The largest buyer was Morgan Stanley, adding an estimated $3.1M. The largest seller was BlackRock, cutting an estimated $102K.

  • 68 institutional investors held FiscalNote (NOTE) as of Q2 2024, down from 69 in Q1 2024.
  • Funds reported $77M of FiscalNote stock for Q2 2024, up 21% quarter-over-quarter.
  • 13 funds opened new FiscalNote positions in Q2 2024 and 14 closed out, a net change of -1 holder.
  • The largest FiscalNote buyer in Q2 2024 was Morgan Stanley, an estimated $3.1M added.
  • The largest FiscalNote seller in Q2 2024 was BlackRock, an estimated $102K sold.

Based on aggregated 13F filings for Q2 2024.