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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 %
MCP
1
Maso Capital Partners
Hong Kong
$23.6M +$5.37K +554 +0%
BlackRock
2
BlackRock
New York
$3.99M +$526K +54,275 +15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.57M +$126K +13,002 +4%
Morgan Stanley
4
Morgan Stanley
New York
$1.87M -$2.5M -258,290 -57%
KCM
5
Kennedy Capital Management
Missouri
$1.6M -$241K -24,888 -13%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.46M +$182K +18,738 +14%
State Street
7
State Street
Massachusetts
$1.07M -$6.45K -665 -0.6%
CFM
8
Comprehensive Financial Management
California
$817K – – –
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$647K +$577K +59,507 +831%
Brown Advisory
10
Brown Advisory
Maryland
$633K -$209K -21,534 -25%
SCM
11
Stonehill Capital Management
New York
$596K -$148K -15,241 -20%
Charles Schwab
12
Charles Schwab
California
$541K +$80.1K +8,259 +17%
Northern Trust
13
Northern Trust
Illinois
$517K +$61.1K +6,305 +13%
UBS Group
14
UBS Group
Switzerland
$511K +$223K +23,001 +77%
Goldman Sachs
15
Goldman Sachs
New York
$384K +$29.1K +2,999 +8%
Two Sigma Investments
16
Two Sigma Investments
New York
$214K +$214K +22,036 New
PEAK6
17
PEAK6
Illinois
$170K +$62K +6,395 +57%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$165K -$91.3K -9,417 -36%
PWM
19
Prosperity Wealth Management
California
$164K +$164K +16,933 New
MCM
20
Moore Capital Management
New York
$162K +$162K +16,667 New
CFG
21
Citizens Financial Group
Rhode Island
$154K +$154K +15,833 New
NL
22
Nuveen LLC
North Carolina
$147K +$147K +15,114 New
BCM
23
Bridgeway Capital Management
Texas
$144K -$46.2K -4,767 -24%
Ameriprise
24
Ameriprise
Minnesota
$143K -$66.1K -6,815 -32%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$116K +$24.5K +2,530 +27%
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