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NOTE

FiscalNote

Delisted

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

77 hedge funds and large institutions have $60.4M invested in FiscalNote in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 9

182% more call options, than puts

Call options by funds: $144K | Put options by funds: $51K

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 7677 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.16% less ownership

Funds ownership: 3.61%3.45% (-0.16%)

17% less capital invested

Capital invested by funds: $72.7M → $60.4M (-$12.3M)

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
39
Reduced
9
Closed
10
Calls
$144K
Puts
$51K
Net Calls
+$93K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$21.9K +$8.86K +727 +74%
C
52
Certuity
Florida
$21.4K -$25.4K -2,083 -56%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$21K
ProShare Advisors
54
ProShare Advisors
Maryland
$18.9K +$6.38K +524 +55%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$17.8K +$97 +8 +0.6%
XT
56
XTX Topco
Cayman Islands
$17.4K +$16.5K +1,354 New
Jane Street
57
Jane Street
New York
$13.9K -$40.5K -3,324 -75%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$13.6K +$2.17K +178 +20%
TRCT
59
Tower Research Capital (TRC)
New York
$13.4K +$5.21K +428 +69%
MML Investors Services
60
MML Investors Services
Massachusetts
$13K
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$10.7K +$10.2K +835 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$10.2K +$4.09K +336 +73%
Legal & General Group
63
Legal & General Group
United Kingdom
$6.87K
SSB
64
Sandy Spring Bank
Maryland
$5.94K
AIP
65
Ameritas Investment Partners
Nebraska
$5.5K
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$4.67K
CA
67
CoreCap Advisors
Michigan
$2.6K
AB
68
Amalgamated Bank
New York
$2K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.29K +106 +189%
Federated Hermes
70
Federated Hermes
Pennsylvania
$1.94K
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$1K -$4.79K -393 -74%
AAP
72
Arax Advisory Partners
Colorado
$554
RS
73
R Squared
Hong Kong
$503 +$475 +39 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$121 +$12 +1 +13%
SCM
75
Sterling Capital Management
North Carolina
$67

NOTE Hedge Fund Activity: Q4 2024 in Review

77 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in FiscalNote (NOTE) for Q4 2024, worth a combined $60.4M — down 17% from $72.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NOTE positions and 10 closed out — a net gain of 1 holder — while 39 added to existing stakes and 9 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $1.4M. The largest seller was Millennium Management, exiting entirely with an estimated $2.23M sold.

  • 77 institutional investors held FiscalNote (NOTE) as of Q4 2024, up from 76 in Q3 2024.
  • Funds reported $60.4M of FiscalNote stock for Q4 2024, down 17% quarter-over-quarter.
  • 11 funds opened new FiscalNote positions in Q4 2024 and 10 closed out, a net change of +1 holder.
  • The largest FiscalNote buyer in Q4 2024 was Kennedy Capital Management, an estimated $1.4M added.
  • The largest FiscalNote seller in Q4 2024 was Millennium Management, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2024.