FiscalNote
NOTE
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.
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: 76 → 77 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.4M |
| 2 |
Morgan Stanley
New York
|
+$352K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$333K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$323K |
| 5 |
Goldman Sachs
New York
|
+$284K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$2.23M |
| 2 |
SM
Samjo Management
New York
|
-$1.77M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$554K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$320K |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$137K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
76
Global Retirement Partners
San Rafael,
California
| $16 | – | – | – |
|
|
IA
77
IFP Advisors
Tampa,
Florida
| $12 | +$12 | +1 | New |
|
|
78
Millennium Management
New York
| – | -$2.23M | -145,066 | Closed |
|
|
SM
79
Samjo Management
New York
| – | -$1.77M | -115,000 | Closed |
|
|
ECM
80
ExodusPoint Capital Management
New York
| – | -$137K | -8,903 | Closed |
|
81
VOYA Investment Management
Atlanta,
Georgia
| – | -$28.7K | -1,869 | Closed |
|
|
OMC
82
Oasis Management Company
Grand Cayman,
Cayman Islands
| – | -$23.1K | -1,507 | Closed |
|
83
Victory Capital Management
San Antonio,
Texas
| – | -$17.9K | -1,162 | Closed |
|
84
HSBC Holdings
London,
United Kingdom
| – | -$14.4K | -938 | Closed |
|
85
Citadel Advisors
Miami,
Florida
| – | -$6.86K | -563 | Closed |
|
|
CPA
86
Capital Performance Advisors
Walnut Creek,
California
| – | -$348 | -23 | Closed |
|
87
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$352 | -23 | Closed |
|
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.