Bank Of The James
BOTJ
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.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
8% more funds holding
Funds holding: 24 → 26 (+2)
0.54% less ownership
Funds ownership: 23.08% → 22.54% (-0.54%)
7% less capital invested
Capital invested by funds: $16.2M → $15.1M (-$1.06M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$221K |
| 2 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$168K |
| 3 |
Renaissance Technologies
New York
|
+$155K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$68.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$41.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
II
Inspire Investing
Meridian,
Idaho
|
-$1.11M |
| 2 |
PWW
Pettyjohn Wood & White
Lynchburg,
Virginia
|
-$66.1K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$16.3K |
| 4 |
RBWA
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
-$7.19K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$4.11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
II
26
Inspire Investing
Meridian,
Idaho
| – | -$1.11M | -72,360 | Closed |
|
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4.11K | -259 | Closed |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$122 | +9 | New |
|
BOTJ Hedge Fund Activity: Q1 2025 in Review
26 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q1 2025, worth a combined $15.1M — down 6.5% from $16.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BOTJ positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $221K. The largest seller was Inspire Investing, exiting entirely with an estimated $1.11M sold.
- 26 institutional investors held Bank Of The James (BOTJ) as of Q1 2025, up from 24 in Q4 2024.
- Funds reported $15.1M of Bank Of The James stock for Q1 2025, down 6.5% quarter-over-quarter.
- 4 funds opened new Bank Of The James positions in Q1 2025 and 2 closed out, a net change of +2 holders.
- The largest Bank Of The James buyer in Q1 2025 was Fourthstone LLC, an estimated $221K added.
- The largest Bank Of The James seller in Q1 2025 was Inspire Investing, an estimated $1.11M sold.
Based on aggregated 13F filings for Q1 2025.