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NOTE

FiscalNote

Delisted

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

63 hedge funds and large institutions have $200M invested in FiscalNote in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

94% more capital invested

Capital invested by funds: $103M → $200M (+$96.9M)

66% more funds holding

Funds holding: 3863 (+25)

0.5% more ownership

Funds ownership: 3.15%3.65% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
63
Holders Change
+25
Holders Change %
+65.79%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
19
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCP
1
Maso Capital Partners
Hong Kong
$105M
SCM
2
Stonehill Capital Management
New York
$21.2M
BlackRock
3
BlackRock
New York
$16.4M +$8.35M +297,233 +380%
Vanguard Group
4
Vanguard Group
Pennsylvania
$15M +$730K +26,001 +8%
Millennium Management
5
Millennium Management
New York
$5.8M +$2.32M +82,775 +166%
Brown Advisory
6
Brown Advisory
Maryland
$5.44M +$807K +28,717 +30%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.86M +$1.66M +58,953 +113%
State Street
8
State Street
Massachusetts
$3.98M +$1.84M +65,337 +253%
CFM
9
Comprehensive Financial Management
California
$3.68M
MHP
10
Manatuck Hill Partners
Connecticut
$2.91M +$702K +25,000 +60%
Morgan Stanley
11
Morgan Stanley
New York
$2.16M -$351K -12,488 -20%
Charles Schwab
12
Charles Schwab
California
$1.9M +$338K +12,022 +38%
Northern Trust
13
Northern Trust
Illinois
$1.89M +$912K +32,452 +303%
N
14
Nuveen
North Carolina
$1.21M +$776K +27,637 New
Squarepoint
15
Squarepoint
New York
$1.05M +$575K +20,487 +566%
MAG
16
Millrace Asset Group
Pennsylvania
$858K +$551K +19,633 New
AA
17
AlphaCentric Advisors
Puerto Rico
$728K +$468K +16,667 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$680K +$371K +13,221 +565%
LPL Financial
19
LPL Financial
California
$525K +$269K +9,583 +392%
KFC
20
Klingenstein Fields & Co
New York
$437K
Marshall Wace
21
Marshall Wace
United Kingdom
$387K +$249K +8,849 New
Citadel Advisors
22
Citadel Advisors
Florida
$291K +$142K +5,044 +313%
TA
23
Tiedemann Advisors
New York
$251K +$35.1K +1,250 +28%
Goldman Sachs
24
Goldman Sachs
New York
$226K +$145K +5,177 New
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$224K +$144K +5,128 New

NOTE Hedge Fund Activity: Q2 2023 in Review

63 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in FiscalNote (NOTE) for Q2 2023, worth a combined $200M — up 94% from $103M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NOTE positions and 8 closed out — a net gain of 25 holders — while 19 added to existing stakes and 4 trimmed.

The largest buyer was BlackRock, adding an estimated $8.35M. The largest seller was Regal Partners, exiting entirely with an estimated $632K sold.

  • 63 institutional investors held FiscalNote (NOTE) as of Q2 2023, up from 38 in Q1 2023.
  • Funds reported $200M of FiscalNote stock for Q2 2023, up 94% quarter-over-quarter.
  • 33 funds opened new FiscalNote positions in Q2 2023 and 8 closed out, a net change of +25 holders.
  • The largest FiscalNote buyer in Q2 2023 was BlackRock, an estimated $8.35M added.
  • The largest FiscalNote seller in Q2 2023 was Regal Partners, an estimated $632K sold.

Based on aggregated 13F filings for Q2 2023.