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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.

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

Top Sellers

1
II
1
Inspire Investing
Idaho
$0
2
PWW
2
Pettyjohn Wood & White
Virginia
$3.8M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$2.12M
4
RBWA
4
RFG - Bristol Wealth Advisors
Massachusetts
$164K
5
SM
5
Salzhauer Michael
$276K
Name Market Value Shares Shares
Change 		Shares
Change %
PWW
1
Pettyjohn Wood & White
Virginia
$3.8M 257,046 -4,886 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.85M 192,585 – –
FL
3
Fourthstone LLC
Missouri
$2.62M 177,374 +16,328 +10%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.12M 143,477 -1,207 -0.8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$590K 39,892 +1,576 +4%
BCM
6
Bridgeway Capital Management
Texas
$520K 35,211 +1,613 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$443K 30,003 +1,537 +5%
First Manhattan
8
First Manhattan
New York
$330K 22,311 – –
EF
9
Empowered Funds
Pennsylvania
$328K 22,211 +1,613 +8%
SM
10
Salzhauer Michael
$276K 18,690 -300 -2%
MCM
11
MontVue Capital Management
Virginia
$193K 13,027 +300 +2%
FT
12
Fiduciary Trust
Massachusetts
$183K 12,413 +12,413 New
Renaissance Technologies
13
Renaissance Technologies
New York
$170K 11,477 +11,477 New
RBWA
14
RFG - Bristol Wealth Advisors
Massachusetts
$164K 11,063 -531 -5%
BlackRock
15
BlackRock
New York
$155K 10,466 +102 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$149K 10,095 +5,085 +101%
Wells Fargo
17
Wells Fargo
California
$93.7K 6,343 +1 +0%
UBS Group
18
UBS Group
Switzerland
$44.9K 3,037 +3,037 New
WCM
19
WealthTrak Capital Management
Virginia
$32.5K 2,200 – –
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$30K 2,139 – –
Morgan Stanley
21
Morgan Stanley
New York
$23.4K 1,585 – –
TRCT
22
Tower Research Capital (TRC)
New York
$4.39K 297 -50 -14%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$4.35K 300 – –
Bank of America
24
Bank of America
North Carolina
$488 33 +1 +3%
SS
25
SBI Securities
Japan
$30 2 +1 +100%
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