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NOTE

FiscalNote
NOTE

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
14
Reduced
26
Closed
10
Calls
$7K
Puts
$3K
Net Calls
+$4K
Net Calls Change
+$16K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$833K
2
Ameriprise
Ameriprise
Minnesota
+$411K
3
BCM
Bridgeway Capital Management
Texas
+$388K
4
Charles Schwab
Charles Schwab
California
+$121K
5
GC
Gratus Capital
Georgia
+$121K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.6M
2
BFM
Boothbay Fund Management
New York
-$532K
3
Squarepoint
Squarepoint
New York
-$429K
4
LCM
Lynwood Capital Management
Ontario, Canada
-$342K
5
Brown Advisory
Brown Advisory
Maryland
-$290K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
1
Maso Capital Partners
Hong Kong
$38.5M – – –
BlackRock
2
BlackRock
New York
$5.55M -$257K -15,211 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.53M +$18.1K +1,071 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$1.94M -$1.6M -94,889 -44%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.85M -$20.3K -1,200 -1%
State Street
6
State Street
Massachusetts
$1.7M +$11.8K +700 +0.7%
Brown Advisory
7
Brown Advisory
Maryland
$1.62M -$290K -17,144 -14%
Millennium Management
8
Millennium Management
New York
$1.6M +$833K +49,239 +97%
CFM
9
Comprehensive Financial Management
California
$1.34M – – –
Charles Schwab
10
Charles Schwab
California
$720K +$121K +7,161 +19%
Northern Trust
11
Northern Trust
Illinois
$697K -$32.6K -1,925 -4%
Ameriprise
12
Ameriprise
Minnesota
$388K +$411K +24,316 New
BCM
13
Bridgeway Capital Management
Texas
$366K +$388K +22,917 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$230K -$19.6K -1,159 -7%
KFC
15
Klingenstein Fields & Co
New York
$160K – – –
IAIM
16
International Assets Investment Management
Florida
$137K +$52.3K +3,092 +51%
Jane Street
17
Jane Street
New York
$115K +$42.2K +2,496 +53%
GC
18
Gratus Capital
Georgia
$114K +$121K +7,158 New
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$86.3K +$1.18K +70 +1%
UBS Group
20
UBS Group
Switzerland
$79.6K -$6.9K -408 -8%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$71.6K +$18K +1,062 +31%
Squarepoint
22
Squarepoint
New York
$70.5K -$429K -25,342 -85%
PI
23
PFG Investments
New York
$61.2K +$64.8K +3,833 New
C
24
Certuity
Florida
$59.9K +$7.05K +417 +13%
Barclays
25
Barclays
United Kingdom
$55.8K -$56.5K -3,343 -49%
1
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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.