Bank Of The James
BOTJ
27 hedge funds and large institutions have $27.9M invested in Bank Of The James in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
16% more capital invested
Capital invested by funds: $24.1M → $27.9M (+$3.85M)
1.27% more ownership
Funds ownership: 28.5% → 29.77% (+1.3%)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$1.26M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$460K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$107K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$14.5K |
| 5 |
BlackRock
New York
|
+$6.18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWW
Pettyjohn Wood & White
Lynchburg,
Virginia
|
-$537K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
-$103K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$95.6K |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$39.6K |
| 5 |
DSC
Daytona Street Capital
Saint Louis,
Missouri
|
-$14.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| $103 | – | – | – |
|
|
SS
27
SBI Securities
Tokyo,
Japan
| $41 | – | – | – |
|
|
28
Osaic Holdings
Scottsdale,
Arizona
| – | -$95.6K | -5,144 | Closed |
|
29
Citigroup
New York
| – | -$855 | -46 | Closed |
|
30
Bank of America
Charlotte,
North Carolina
| – | -$74 | -4 | Closed |
|
BOTJ Hedge Fund Activity: Q1 2026 in Review
27 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q1 2026, worth a combined $27.9M — up 16% from $24.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BOTJ positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $1.26M. The largest seller was Pettyjohn Wood & White, cutting an estimated $537K.
- 27 institutional investors held Bank Of The James (BOTJ) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $27.9M of Bank Of The James stock for Q1 2026, up 16% quarter-over-quarter.
- 4 funds opened new Bank Of The James positions in Q1 2026 and 3 closed out, a net change of +1 holder.
- The largest Bank Of The James buyer in Q1 2026 was Fourthstone LLC, an estimated $1.26M added.
- The largest Bank Of The James seller in Q1 2026 was Pettyjohn Wood & White, an estimated $537K sold.
Based on aggregated 13F filings for Q1 2026.