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FiscalNote

76 hedge funds and large institutions have $60.2M invested in FiscalNote in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+1
Holders Change %
+1.33%
% 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
38
Reduced
9
Closed
10
Calls
$144K
Puts
$51K
Net Calls
+$93K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$101K
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$92K +$51 +4 +0.1%
Squarepoint
28
Squarepoint
New York
$87.5K +$87.5K +6,814 New
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$86.6K
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$64.1K +$5.75K +448 +10%
VF
31
Virtu Financial
New York
$58K +$18.8K +1,469 +48%
Citigroup
32
Citigroup
New York
$53.8K +$7.28K +567 +16%
Bank of America
33
Bank of America
North Carolina
$52.5K +$17.8K +1,390 +52%
FGA
34
Fortis Group Advisors
New Jersey
$51.4K +$51.4K +4,000 New
PI
35
PFG Investments
New York
$49.8K +$29.4K +2,292 +145%
Simplex Trading
36
Simplex Trading
Illinois
$45K +$45K +3,571 New
AWA
37
Arkadios Wealth Advisors
Georgia
$39.9K +$39.9K +3,107 New
Wolverine Trading
38
Wolverine Trading
Illinois
$39.3K +$39.3K +2,845 New
Mirae Asset Global ETFs Holdings
39
Mirae Asset Global ETFs Holdings
Hong Kong
$38.3K +$1.63K +127 +4%
Mariner
40
Mariner
Kansas
$38.2K +$17.6K +1,368 +85%
NA
41
NewEdge Advisors
Louisiana
$37.5K +$26.8K +2,084 +250%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$34K
CF
43
Corebridge Financial
Texas
$33.4K -$1.09K -85 -3%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$33.1K +$3.38K +263 +11%
Wells Fargo
45
Wells Fargo
California
$31.4K +$11.5K +897 +58%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$30.6K +$6.51K +507 +27%
Invesco
47
Invesco
Georgia
$30.2K +$552 +43 +2%
SG Americas Securities
48
SG Americas Securities
New York
$27K +$12.3K +957 +83%
Marshall Wace
49
Marshall Wace
United Kingdom
$24.5K -$584K -45,493 -96%
AQR Capital Management
50
AQR Capital Management
Connecticut
$21.9K +$9.34K +727 +74%