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FiscalNote
NOTE

Overview Fund Activity

90 hedge funds and large institutions have $45M invested in FiscalNote in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+14
Holders Change %
+18.42%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
29
Reduced
29
Closed
5
Calls
$592K
Puts
$213K
Net Calls
+$379K
Net Calls Change
+$286K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$647K
2
BlackRock
BlackRock
New York
$3.99M
3
UBS Group
UBS Group
Switzerland
$511K
4
Two Sigma Investments
Two Sigma Investments
New York
$214K
5
Geode Capital Management
Geode Capital Management
Massachusetts
$1.46M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.87M
2
KCM
Kennedy Capital Management
Missouri
$1.6M
3
Brown Advisory
Brown Advisory
Maryland
$633K
4
SCM
Stonehill Capital Management
New York
$596K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$165K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
76
CAAS Capital Management
New York
$3.4K +$3.4K +1,642 New
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$3.37K -$4.74K -488 -58%
Citadel Advisors
78
Citadel Advisors
Florida
$3.31K +$3.31K +341 New
CA
79
CoreCap Advisors
Michigan
$2.77K +$806 +83 +41%
TCM
80
Tradewinds Capital Management
Washington
$2.51K +$2.51K +258 New
AB
81
Amalgamated Bank
New York
$2K – – –
Federated Hermes
82
Federated Hermes
Pennsylvania
$1.69K +$223 +23 +15%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$1K -$688 -66 -41%
OP
84
ORG Partners
Indiana
$975 +$975 +104 New
EWA
85
EverSource Wealth Advisors
Alabama
$325 +$325 +34 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$128 +$39 +4 +44%
SCM
87
Sterling Capital Management
North Carolina
$51 – – –
TWD
88
True Wealth Design
Ohio
$22 +$22 +2 New
IA
89
IFP Advisors
Florida
$9 – – –
CIAM
90
Caitong International Asset Management
Hong Kong
$1 – – –
FGA
91
Fortis Group Advisors
New Jersey
– -$51.4K -4,000 Closed
AWA
92
Arkadios Wealth Advisors
Georgia
– -$39.9K -3,107 Closed
Marshall Wace
93
Marshall Wace
United Kingdom
– -$24.5K -1,908 Closed
AAP
94
Arax Advisory Partners
Colorado
– -$554 -43 Closed
RS
95
R Squared
Hong Kong
– -$503 -39 Closed
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