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Bank Of The James

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

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: 2426 (+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)

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
Name Holding Trade Value Shares
Change
Change in
Stake
PWW
1
Pettyjohn Wood & White
Virginia
$3.8M -$66.1K -4,886 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.85M
FL
3
Fourthstone LLC
Missouri
$2.62M +$221K +16,328 +10%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.12M -$16.3K -1,207 -0.8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$590K +$21.3K +1,576 +4%
BCM
6
Bridgeway Capital Management
Texas
$520K +$21.8K +1,613 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$443K +$20.8K +1,537 +5%
First Manhattan
8
First Manhattan
New York
$330K
EF
9
Empowered Funds
Pennsylvania
$328K +$21.8K +1,613 +8%
SM
10
Salzhauer Michael
$276K -$4.06K -300 -2%
MCM
11
MontVue Capital Management
Virginia
$193K +$4.06K +300 +2%
FT
12
Fiduciary Trust
Massachusetts
$183K +$168K +12,413 New
Renaissance Technologies
13
Renaissance Technologies
New York
$170K +$155K +11,477 New
RBWA
14
RFG - Bristol Wealth Advisors
Massachusetts
$164K -$7.19K -531 -5%
BlackRock
15
BlackRock
New York
$155K +$1.38K +102 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$149K +$68.8K +5,085 +101%
Wells Fargo
17
Wells Fargo
California
$93.7K +$14 +1 +0%
UBS Group
18
UBS Group
Switzerland
$44.9K +$41.1K +3,037 New
WCM
19
WealthTrak Capital Management
Virginia
$32.5K
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$30K
Morgan Stanley
21
Morgan Stanley
New York
$23.4K
TRCT
22
Tower Research Capital (TRC)
New York
$4.39K -$677 -50 -14%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$4.35K
Bank of America
24
Bank of America
North Carolina
$488 +$14 +1 +3%
SS
25
SBI Securities
Japan
$30 +$14 +1 +100%

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.