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NOTE

FiscalNote

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 12 (+1)

12% more funds holding

Funds holding: 6876 (+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)

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
29
Reduced
11
Closed
6
Calls
$122K
Puts
$2K
Net Calls
+$120K
Net Calls Change
+$90K
Name Holding Trade Value Shares
Change
Change in
Stake
MCP
1
Maso Capital Partners
Hong Kong
$37.3M +$364K +20,886 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$6.48M +$1.83M +104,944 +33%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.49M +$78.6K +4,514 +1%
BlackRock
4
BlackRock
New York
$5.41M +$189K +10,857 +3%
Millennium Management
5
Millennium Management
New York
$2.23M +$63K +3,617 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.99M +$157K +9,026 +8%
SM
7
Samjo Management
New York
$1.77M +$479K +27,500 +31%
State Street
8
State Street
Massachusetts
$1.61M +$25.6K +1,469 +1%
Brown Advisory
9
Brown Advisory
Maryland
$1.42M -$149K -8,550 -8%
CFM
10
Comprehensive Financial Management
California
$1.29M
KCM
11
Kennedy Capital Management
Missouri
$1.14M +$1.29M +74,296 New
SCM
12
Stonehill Capital Management
New York
$995K +$1.13M +64,774 New
Ameriprise
13
Ameriprise
Minnesota
$734K +$35.1K +2,018 +4%
Marshall Wace
14
Marshall Wace
United Kingdom
$728K +$221K +12,713 +37%
Charles Schwab
15
Charles Schwab
California
$725K +$31.6K +1,818 +4%
Northern Trust
16
Northern Trust
Illinois
$669K +$24.6K +1,414 +3%
BCM
17
Bridgeway Capital Management
Texas
$385K +$37K +2,125 +9%
Goldman Sachs
18
Goldman Sachs
New York
$205K +$61.8K +3,553 +36%
KFC
19
Klingenstein Fields & Co
New York
$154K
Bank of New York Mellon
20
Bank of New York Mellon
New York
$144K -$60.9K -3,499 -27%
ECM
21
ExodusPoint Capital Management
New York
$137K +$155K +8,903 New
AllianceBernstein
22
AllianceBernstein
Tennessee
$121K +$8.11K +466 +6%
Barclays
23
Barclays
United Kingdom
$110K +$95.2K +5,472 +318%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$110K +$125K +7,158 New
IAIM
25
International Assets Investment Management
Florida
$105K +$50.7K +2,913 +35%

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.