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Bank Of The James
BOTJ

Overview Fund Activity

24 hedge funds and large institutions have $14.6M invested in Bank Of The James in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$3.17M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$460K
3
Morgan Stanley
3
Morgan Stanley
New York
$50.4K
4
Raymond James Financial
4
Raymond James Financial
Florida
$27.4K
5
BCM
5
Bridgeway Capital Management
Texas
$498K

Top Sellers

1
FT
1
Fiduciary Trust
Massachusetts
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$0
4
UBS Group
4
UBS Group
Switzerland
$0
5
BlackRock
5
BlackRock
New York
$138K
Name Market Value Shares Shares
Change 		Shares
Change %
PWW
1
Pettyjohn Wood & White
Virginia
$3.62M 257,061 +15 +0%
FL
2
Fourthstone LLC
Missouri
$3.17M 225,618 +48,244 +27%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.71M 192,585 – –
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.02M 143,477 – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$563K 39,994 +102 +0.3%
BCM
6
Bridgeway Capital Management
Texas
$498K 35,370 +159 +0.5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$460K 32,665 +2,662 +9%
EF
8
Empowered Funds
Pennsylvania
$315K 22,370 +159 +0.7%
First Manhattan
9
First Manhattan
New York
$314K 22,311 – –
SM
10
Salzhauer Michael
$263K 18,690 – –
MCM
11
MontVue Capital Management
Virginia
$183K 13,027 – –
RBWA
12
RFG - Bristol Wealth Advisors
Massachusetts
$157K 11,137 +74 +0.7%
BlackRock
13
BlackRock
New York
$138K 9,807 -659 -6%
Wells Fargo
14
Wells Fargo
California
$89.2K 6,343 – –
Morgan Stanley
15
Morgan Stanley
New York
$50.4K 3,585 +2,000 +126%
WCM
16
WealthTrak Capital Management
Virginia
$31K 2,200 – –
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$29K 2,139 – –
Raymond James Financial
18
Raymond James Financial
Florida
$27.4K 1,948 +1,948 New
Jones Financial Companies
19
Jones Financial Companies
Missouri
$4.13K 300 – –
TRCT
20
Tower Research Capital (TRC)
New York
$4.12K 293 -4 -1%
Bank of America
21
Bank of America
North Carolina
$562 40 +7 +21%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$70 5 +5 New
SS
23
SBI Securities
Japan
$28 2 – –
FT
24
Fiduciary Trust
Massachusetts
– – -12,413 Closed
Renaissance Technologies
25
Renaissance Technologies
New York
– – -11,477 Closed
1
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