FiscalNote
NOTE
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.
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: 1 → 2 (+1)
12% more funds holding
Funds holding: 68 → 76 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.83M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.29M |
| 3 |
SCM
Stonehill Capital Management
New York
|
+$1.13M |
| 4 |
SM
Samjo Management
New York
|
+$479K |
| 5 |
MCP
Maso Capital Partners
Hong Kong
|
+$364K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Squarepoint
New York
|
-$218K |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$149K |
| 3 |
Jane Street
New York
|
-$138K |
| 4 |
Bank of New York Mellon
New York
|
-$60.9K |
| 5 |
AG
AlTi Global
New York
|
-$51.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
76
Global Retirement Partners
San Rafael,
California
| $19 | – | – | – |
|
|
77
Squarepoint
New York
| – | -$218K | -12,458 | Closed |
|
|
AG
78
AlTi Global
New York
| – | -$51.1K | -2,917 | Closed |
|
|
TSS
79
Two Sigma Securities
New York
| – | -$32.1K | -1,832 | Closed |
|
|
DTL
80
Dynamic Technology Lab
Singapore
| – | -$31K | -1,782 | Closed |
|
|
CPG
81
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$940 | -59 | Closed |
|
82
Simplex Trading
Chicago,
Illinois
| – | -$104 | -6 | Closed |
|
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.