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NOTE

FiscalNote

Delisted

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

76 hedge funds and large institutions have $72.7M invested in FiscalNote in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,000% more call options, than puts

Call options by funds: $122K | Put options by funds: $2K

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more funds holding

Funds holding: 6876 (+8)

0.12% more ownership

Funds ownership: 3.49%3.61% (+0.12%)

6% less capital invested

Capital invested by funds: $77M → $72.7M (-$4.33M)

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
29
Reduced
11
Closed
6
Calls
$122K
Puts
$2K
Net Calls
+$120K
Net Calls Change
+$90K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
51
Victory Capital Management
Texas
$17.9K +$278 +16 +1%
AQR Capital Management
52
AQR Capital Management
Connecticut
$15K -$8.67K -498 -34%
MML Investors Services
53
MML Investors Services
Massachusetts
$15K
ProShare Advisors
54
ProShare Advisors
Maryland
$14.6K +$16.5K +948 New
HSBC Holdings
55
HSBC Holdings
United Kingdom
$14.4K +$16.3K +938 New
Russell Investments Group
56
Russell Investments Group
United Kingdom
$13.6K +$9.82K +564 +177%
NA
57
NewEdge Advisors
Louisiana
$12.8K +$14.5K +833 New
TRCT
58
Tower Research Capital (TRC)
New York
$9.48K -$14K -807 -57%
Citadel Advisors
59
Citadel Advisors
Florida
$8.65K +$9.8K +563 New
Legal & General Group
60
Legal & General Group
United Kingdom
$8.22K
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$8K +$1.01K +58 +12%
SSB
62
Sandy Spring Bank
Maryland
$7.1K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$7.05K -$5.1K -293 -39%
AIP
64
Ameritas Investment Partners
Nebraska
$6.58K
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$5.59K
CA
66
CoreCap Advisors
Michigan
$3.1K +$3.52K +202 New
AB
67
Amalgamated Bank
New York
$3K
Federated Hermes
68
Federated Hermes
Pennsylvania
$2.33K +$2.63K +151 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$1K +$557 +32 +133%
Group One Trading
70
Group One Trading
Illinois
$698
AAP
71
Arax Advisory Partners
Colorado
$662
Nisa Investment Advisors
72
Nisa Investment Advisors
Missouri
$352 +$313 +18 +360%
CPA
73
Capital Performance Advisors
California
$348 +$400 +23 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$116
SCM
75
Sterling Capital Management
North Carolina
$81 +$87 +5 New

NOTE Hedge Fund Activity: Q3 2024 in Review

76 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in FiscalNote (NOTE) for Q3 2024, worth a combined $72.7M — down 5.6% from $77M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NOTE positions and 6 closed out — a net gain of 9 holders — while 29 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.83M. The largest seller was Squarepoint, exiting entirely with an estimated $218K sold.

  • 76 institutional investors held FiscalNote (NOTE) as of Q3 2024, up from 68 in Q2 2024.
  • Funds reported $72.7M of FiscalNote stock for Q3 2024, down 5.6% quarter-over-quarter.
  • 15 funds opened new FiscalNote positions in Q3 2024 and 6 closed out, a net change of +9 holders.
  • The largest FiscalNote buyer in Q3 2024 was Morgan Stanley, an estimated $1.83M added.
  • The largest FiscalNote seller in Q3 2024 was Squarepoint, an estimated $218K sold.

Based on aggregated 13F filings for Q3 2024.