NOTE icon

FiscalNote

71 hedge funds and large institutions have $27.6M invested in FiscalNote in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-19
Holders Change %
-21.11%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
22
Reduced
18
Closed
38
Calls
$291K
Puts
$225K
Net Calls
+$66K
Net Calls Change
-$313K
Name Holding Trade Value Shares
Change
Shares
Change %
IC
51
IEQ Capital
California
$9.39K +$9.39K +1,458 New
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.35K +1,240 +1,292%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$7.56K +$373 +58 +5%
Bank of America
54
Bank of America
North Carolina
$7.36K -$10.6K -1,644 -59%
SC
55
Savant Capital
Illinois
$7.02K +$7.02K +1,090 New
Creative Planning
56
Creative Planning
Kansas
$6.05K +$6.05K +939 New
T
57
Tidemark
California
$4.21K +$4.21K +654 New
Fidelity Investments
58
Fidelity Investments
Massachusetts
$3.51K -$2.31K -358 -40%
AUB
59
Atlantic Union Bankshares
Virginia
$2.98K +$2.98K +462 New
CA
60
CoreCap Advisors
Michigan
$1.84K
TCM
61
Tradewinds Capital Management
Washington
$1.66K
Federated Hermes
62
Federated Hermes
Pennsylvania
$1.12K
Wells Fargo
63
Wells Fargo
California
$864 -$18.1K -2,811 -95%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$689 -$1.55K -240 -69%
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$608 +$608 +95 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$343 -$18.5K -2,862 -98%
Citigroup
67
Citigroup
New York
$179 -$28K -4,381 -99%
EWA
68
EverSource Wealth Advisors
Alabama
$179 -$38 -6 -18%
Raymond James Financial
69
Raymond James Financial
Florida
$161 +$161 +25 New
TWD
70
True Wealth Design
Ohio
$17 +$6 +1 +50%
IA
71
IFP Advisors
Florida
$11 +$6 +1 +100%
CIAM
72
Caitong International Asset Management
Hong Kong
$1 -$1
KCM
73
Kennedy Capital Management
Missouri
-$1.6M -164,506 Closed
Two Sigma Investments
74
Two Sigma Investments
New York
-$214K -22,036 Closed
NL
75
Nuveen LLC
North Carolina
-$147K -15,114 Closed