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NOTE

FiscalNote

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 7677 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (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)

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
39
Reduced
9
Closed
10
Calls
$144K
Puts
$51K
Net Calls
+$93K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
MCP
1
Maso Capital Partners
Hong Kong
$31.2M +$7.25K +595 +0%
Morgan Stanley
2
Morgan Stanley
New York
$5.79M +$352K +28,855 +7%
BlackRock
3
BlackRock
New York
$4.59M +$63.5K +5,210 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.56M -$21.5K -1,763 -0.5%
KCM
5
Kennedy Capital Management
Missouri
$2.43M +$1.4M +115,098 +155%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.69M +$25.9K +2,125 +2%
State Street
7
State Street
Massachusetts
$1.42M +$69.8K +5,724 +5%
Brown Advisory
8
Brown Advisory
Maryland
$1.11M -$71.1K -5,833 -6%
CFM
9
Comprehensive Financial Management
California
$1.08M
SCM
10
Stonehill Capital Management
New York
$985K +$146K +11,964 +18%
Charles Schwab
11
Charles Schwab
California
$611K +$4.87K +400 +0.8%
Northern Trust
12
Northern Trust
Illinois
$603K +$41.8K +3,428 +8%
Goldman Sachs
13
Goldman Sachs
New York
$471K +$284K +23,336 +175%
UBS Group
14
UBS Group
Switzerland
$382K +$333K +27,349 +1,146%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$340K +$323K +26,473 New
Ameriprise
16
Ameriprise
Minnesota
$276K -$320K -26,272 -55%
BCM
17
Bridgeway Capital Management
Texas
$252K -$66.4K -5,450 -22%
Deutsche Bank
18
Deutsche Bank
Germany
$150K +$115K +9,444 +425%
MG
19
Marex Group
$146K +$73.5K +6,029 +113%
PEAK6
20
PEAK6
Illinois
$144K +$136K +11,180 New
IAIM
21
International Assets Investment Management
Florida
$143K +$3.18K +261 +2%
KFC
22
Klingenstein Fields & Co
New York
$128K
Bank of New York Mellon
23
Bank of New York Mellon
New York
$121K
LPL Financial
24
LPL Financial
California
$112K +$76.2K +6,250 +256%
Group One Trading
25
Group One Trading
Illinois
$111K +$105K +8,624 +19,164%

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.