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NOTE

FiscalNote

Delisted

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

70 hedge funds and large institutions have $27.6M invested in FiscalNote in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $291K | Put options by funds: $225K

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.54% less ownership

Funds ownership: 3.41%2.86% (-0.54%)

23% less funds holding

Funds holding: 9170 (-21)

39% less capital invested

Capital invested by funds: $45.1M → $27.6M (-$17.4M)

50% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 38

Holders
70
Holders Change
-21
Holders Change %
-23.08%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
23
Reduced
18
Closed
38
Calls
$291K
Puts
$225K
Net Calls
+$66K
Net Calls Change
-$313K
Name Holding Trade Value Shares
Change
Change in
Stake
MCP
1
Maso Capital Partners
Hong Kong
$15.8M +$182K +24,343 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.11M -$305K -40,629 -11%
Morgan Stanley
3
Morgan Stanley
New York
$1.18M -$64.1K -8,552 -4%
SCM
4
Stonehill Capital Management
New York
$898K +$585K +78,068 +127%
BlackRock
5
BlackRock
New York
$685K -$2.29M -305,280 -74%
Millennium Management
6
Millennium Management
New York
$579K +$675K +90,002 New
CFM
7
Comprehensive Financial Management
California
$542K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$463K -$586K -78,201 -52%
UBS Group
9
UBS Group
Switzerland
$457K +$137K +18,290 +35%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$431K +$2.14K +285 +0.4%
Brown Advisory
11
Brown Advisory
Maryland
$420K
Goldman Sachs
12
Goldman Sachs
New York
$344K +$103K +13,794 +35%
GCP
13
GSA Capital Partners
United Kingdom
$299K +$349K +46,528 New
Jane Street
14
Jane Street
New York
$265K +$254K +33,868 +465%
CFG
15
Citizens Financial Group
Rhode Island
$252K +$175K +23,334 +147%
Charles Schwab
16
Charles Schwab
California
$236K -$144K -19,187 -34%
Marshall Wace
17
Marshall Wace
United Kingdom
$232K +$269K +35,842 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$224K +$133K +17,677 +104%
Renaissance Technologies
19
Renaissance Technologies
New York
$213K +$248K +33,047 New
PWM
20
Prosperity Wealth Management
California
$204K +$110K +14,692 +87%
State Street
21
State Street
Massachusetts
$169K -$629K -83,917 -76%
CSS
22
Cubist Systematic Strategies
Connecticut
$158K +$184K +24,554 New
NA
23
NewEdge Advisors
Louisiana
$144K +$144K +19,228 +618%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$122K +$142K +18,989 +37,978%
PEAK6
25
PEAK6
Illinois
$112K -$1.45K -193 -1%

NOTE Hedge Fund Activity: Q2 2025 in Review

70 of the 7,602 institutional investors tracked by Wall St. Rank reported a position in FiscalNote (NOTE) for Q2 2025, worth a combined $27.6M — down 39% from $45.1M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of NOTE and 19 opened new positions — a net loss of 19 holders — while 18 trimmed existing stakes and 23 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $675K. The largest seller was BlackRock, cutting an estimated $2.29M.

  • 70 institutional investors held FiscalNote (NOTE) as of Q2 2025, down from 91 in Q1 2025.
  • Funds reported $27.6M of FiscalNote stock for Q2 2025, down 39% quarter-over-quarter.
  • 19 funds opened new FiscalNote positions in Q2 2025 and 38 closed out, a net change of -19 holders.
  • The largest FiscalNote buyer in Q2 2025 was Millennium Management, an estimated $675K added.
  • The largest FiscalNote seller in Q2 2025 was BlackRock, an estimated $2.29M sold.

Based on aggregated 13F filings for Q2 2025.