FiscalNote
NOTE
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.
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: 61 → 69 (+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: 1 → 1 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$833K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$411K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$388K |
| 4 |
Charles Schwab
San Francisco,
California
|
+$121K |
| 5 |
GC
Gratus Capital
Atlanta,
Georgia
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.6M |
| 2 |
BFM
Boothbay Fund Management
New York
|
-$532K |
| 3 |
Squarepoint
New York
|
-$429K |
| 4 |
LCM
Lynwood Capital Management
Toronto,
Ontario, Canada
|
-$342K |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$290K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| – | -$17.7K | -1,293 | Closed |
|
|
CIA
77
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$113 | -8 | Closed |
|
78
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$17 | +1 | New |
|
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.