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NOTE

FiscalNote

Delisted

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

47 hedge funds and large institutions have $20.3M invested in FiscalNote in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.18% less ownership

Funds ownership: 2.86%2.68% (-0.18%)

20% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $1.61M

27% less capital invested

Capital invested by funds: $27.6M → $20.3M (-$7.33M)

33% less funds holding

Funds holding: 7047 (-23)

68% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 34

Holders
47
Holders Change
-23
Holders Change %
-32.86%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
21
Reduced
10
Closed
34
Calls
$1.3M
Puts
$1.61M
Net Calls
-$316K
Net Calls Change
-$382K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Prosperity Wealth Management
California
-$204K -31,625 Closed
CSS
52
Cubist Systematic Strategies
Connecticut
-$158K -24,554 Closed
PEAK6
53
PEAK6
Illinois
-$112K -17,382 Closed
MCM
54
Moore Capital Management
New York
-$107K -16,667 Closed
AQR Capital Management
55
AQR Capital Management
Connecticut
-$102K -15,873 Closed
IAIM
56
International Assets Investment Management
Florida
-$85.2K -13,236 Closed
LPL Financial
57
LPL Financial
California
-$68.2K -10,594 Closed
KFC
58
Klingenstein Fields & Co
New York
-$64.3K -9,994 Closed
Group One Trading
59
Group One Trading
Illinois
-$57.9K -8,965 Closed
HF
60
HRT Financial
New York
-$47K -7,394 Closed
Citadel Advisors
61
Citadel Advisors
Florida
-$36.6K -5,670 Closed
JG
62
Jain Global
New York
-$34K -5,281 Closed
PAS
63
Point72 Asia (Singapore)
Singapore
-$31.4K -4,875 Closed
VF
64
Virtu Financial
New York
-$27K -4,183 Closed
RS
65
R Squared
Hong Kong
-$26.6K -4,133 Closed
JWCA
66
J.W. Cole Advisors
Florida
-$22K -3,425 Closed
C
67
Certuity
Florida
-$15.2K -2,367 Closed
VPIM
68
Vanguard Personalized Indexing Management
California
-$13.1K -2,039 Closed
CFO
69
Callan Family Office
Pennsylvania
-$10.8K -1,677 Closed
PI
70
PFG Investments
New York
-$10.6K -1,652 Closed
OMC
71
Oasis Management Company
Cayman Islands
-$9.7K -1,507 Closed
IC
72
IEQ Capital
California
-$9.38K -1,458 Closed
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
-$11K -1,225 Closed
Two Sigma Advisers
74
Two Sigma Advisers
New York
-$7.56K -1,175 Closed
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
-$7.32K -1,132 -85%

NOTE Hedge Fund Activity: Q3 2025 in Review

47 of the 7,629 institutional investors tracked by Wall St. Rank reported a position in FiscalNote (NOTE) for Q3 2025, worth a combined $20.3M — down 27% from $27.6M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of NOTE and 11 opened new positions — a net loss of 23 holders — while 10 trimmed existing stakes and 21 added.

The largest buyer was Corecam Pte Ltd, opening a new position worth an estimated $885K. The largest seller was GSA Capital Partners, exiting entirely with an estimated $299K sold.

  • 47 institutional investors held FiscalNote (NOTE) as of Q3 2025, down from 70 in Q2 2025.
  • Funds reported $20.3M of FiscalNote stock for Q3 2025, down 27% quarter-over-quarter.
  • 11 funds opened new FiscalNote positions in Q3 2025 and 34 closed out, a net change of -23 holders.
  • The largest FiscalNote buyer in Q3 2025 was Corecam Pte Ltd, an estimated $885K added.
  • The largest FiscalNote seller in Q3 2025 was GSA Capital Partners, an estimated $299K sold.

Based on aggregated 13F filings for Q3 2025.