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NOTE

FiscalNote
NOTE

Delisted

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

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68 hedge funds and large institutions have $77M invested in FiscalNote in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

21% more capital invested

Capital invested by funds: $63.9M → $77M (+$13.1M)

0.22% more ownership

Funds ownership: 3.26% → 3.49% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 69 → 68 (-1)

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
23
Reduced
16
Closed
14
Calls
$30K
Puts
–
Net Calls
+$30K
Net Calls Change
+$26K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.1M
2
SM
Samjo Management
New York
+$1.39M
3
Millennium Management
Millennium Management
New York
+$657K
4
Marshall Wace
Marshall Wace
United Kingdom
+$550K
5
Ameriprise
Ameriprise
Minnesota
+$340K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$102K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$71.2K
3
UBS Group
UBS Group
Switzerland
-$54.6K
4
State Street
State Street
Massachusetts
-$45.4K
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$41.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
1
Maso Capital Partners
Hong Kong
$42.2M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.18M +$98K +6,178 +2%
BlackRock
3
BlackRock
New York
$5.98M -$102K -6,448 -2%
Morgan Stanley
4
Morgan Stanley
New York
$5.55M +$3.1M +195,225 +161%
Millennium Management
5
Millennium Management
New York
$2.48M +$657K +41,408 +41%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.11M +$67.2K +4,239 +4%
State Street
7
State Street
Massachusetts
$1.82M -$45.4K -2,865 -3%
Brown Advisory
8
Brown Advisory
Maryland
$1.77M – – –
SM
9
Samjo Management
New York
$1.53M +$1.39M +87,500 New
CFM
10
Comprehensive Financial Management
California
$1.48M – – –
Ameriprise
11
Ameriprise
Minnesota
$802K +$340K +21,466 +88%
Charles Schwab
12
Charles Schwab
California
$795K +$3.63K +229 +0.5%
Northern Trust
13
Northern Trust
Illinois
$739K -$23.7K -1,496 -3%
Marshall Wace
14
Marshall Wace
United Kingdom
$608K +$550K +34,688 New
BCM
15
Bridgeway Capital Management
Texas
$402K – – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$226K -$23.9K -1,505 -10%
Squarepoint
17
Squarepoint
New York
$218K +$128K +8,039 +182%
Jane Street
18
Jane Street
New York
$216K +$81.3K +5,126 +71%
KFC
19
Klingenstein Fields & Co
New York
$175K – – –
Goldman Sachs
20
Goldman Sachs
New York
$171K +$107K +6,752 +224%
IAIM
21
International Assets Investment Management
Florida
$146K -$12.6K -792 -9%
AllianceBernstein
22
AllianceBernstein
Tennessee
$130K +$67.6K +4,262 +135%
GC
23
Gratus Capital
Georgia
$125K – – –
N
24
Nuveen
North Carolina
$118K +$107K +6,747 New
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$79.9K -$13.4K -846 -16%
1
2 3 4

NOTE Hedge Fund Activity: Q2 2024 in Review

68 of the 6,929 institutional investors tracked by Wall St. Rank reported a position in FiscalNote (NOTE) for Q2 2024, worth a combined $77M — up 21% from $63.9M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NOTE and 13 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 23 added.

The largest buyer was Morgan Stanley, adding an estimated $3.1M. The largest seller was BlackRock, cutting an estimated $102K.

  • 68 institutional investors held FiscalNote (NOTE) as of Q2 2024, down from 69 in Q1 2024.
  • Funds reported $77M of FiscalNote stock for Q2 2024, up 21% quarter-over-quarter.
  • 13 funds opened new FiscalNote positions in Q2 2024 and 14 closed out, a net change of -1 holder.
  • The largest FiscalNote buyer in Q2 2024 was Morgan Stanley, an estimated $3.1M added.
  • The largest FiscalNote seller in Q2 2024 was BlackRock, an estimated $102K sold.

Based on aggregated 13F filings for Q2 2024.