BOTJ icon

Bank Of The James
BOTJ

Overview Fund Activity

26 hedge funds and large institutions have $15.1M invested in Bank Of The James in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
Fourthstone LLC
Missouri
$2.62M
2
FT
Fiduciary Trust
Massachusetts
$183K
3
Renaissance Technologies
Renaissance Technologies
New York
$170K
4
Osaic Holdings
Osaic Holdings
Arizona
$149K
5
UBS Group
UBS Group
Switzerland
$44.9K

Top Sellers

1
II
Inspire Investing
Idaho
$0
2
PWW
Pettyjohn Wood & White
Virginia
$3.8M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.12M
4
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
$164K
5
SM
Salzhauer Michael
$276K
Name Holding Trade Value Shares
Change 		Shares
Change %
II
26
Inspire Investing
Idaho
– -$1.11M -72,360 Closed
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
– -$4.11K -259 Closed
1
2