NOTE icon

FiscalNote
NOTE

Overview Fund Activity

72 hedge funds and large institutions have $27.4M invested in FiscalNote in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 37 closing their positions.

Holders
72
Holders Change
-19
Holders Change %
-20.88%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
21
Reduced
19
Closed
37
Calls
$166K
Puts
$130K
Net Calls
+$36K
Net Calls Change
-$343K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$579K
2
SCM
2
Stonehill Capital Management
New York
$898K
3
GCP
3
GSA Capital Partners
United Kingdom
$299K
4
Marshall Wace
4
Marshall Wace
United Kingdom
$232K
5
Jane Street
5
Jane Street
New York
$265K

Top Sellers

1
BlackRock
1
BlackRock
New York
$685K
2
KCM
2
Kennedy Capital Management
Missouri
$0
3
State Street
3
State Street
Massachusetts
$169K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$463K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
IC
51
IEQ Capital
California
$9.39K 1,458 +1,458 New
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$9K 1,336 +1,240 +1,292%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$7.56K 1,175 +58 +5%
Bank of America
54
Bank of America
North Carolina
$7.36K 1,145 -1,644 -59%
SC
55
Savant Capital
Illinois
$7.02K 1,090 +1,090 New
Creative Planning
56
Creative Planning
Kansas
$6.05K 939 +939 New
T
57
Tidemark
California
$4.21K 654 +654 New
Fidelity Investments
58
Fidelity Investments
Massachusetts
$3.51K 545 -358 -40%
AUB
59
Atlantic Union Bankshares
Virginia
$2.98K 462 +462 New
CA
60
CoreCap Advisors
Michigan
$1.84K 285 – –
TCM
61
Tradewinds Capital Management
Washington
$1.66K 258 – –
Federated Hermes
62
Federated Hermes
Pennsylvania
$1.12K 174 – –
Wells Fargo
63
Wells Fargo
California
$864 134 -2,811 -95%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$689 107 -240 -69%
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$608 95 +95 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$343 53 -2,862 -98%
Citigroup
67
Citigroup
New York
$179 28 -4,381 -99%
EWA
68
EverSource Wealth Advisors
Alabama
$179 28 -6 -18%
Raymond James Financial
69
Raymond James Financial
Florida
$161 25 +25 New
TWD
70
True Wealth Design
Ohio
$17 3 +1 +50%
IA
71
IFP Advisors
Florida
$11 2 +1 +100%
CIAM
72
Caitong International Asset Management
Hong Kong
– – – –
KCM
73
Kennedy Capital Management
Missouri
– – -164,506 Closed
Two Sigma Investments
74
Two Sigma Investments
New York
– – -22,036 Closed
NL
75
Nuveen LLC
North Carolina
– – -15,114 Closed
1 2
3
4 5