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Bank Of The James
BOTJ

25 hedge funds and large institutions have $14.7M invested in Bank Of The James in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

0.48% more ownership

Funds ownership: 22.54% → 23.02% (+0.48%)

3% less capital invested

Capital invested by funds: $15.1M → $14.7M (-$409K)

4% less funds holding

Funds holding: 26 → 25 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$679K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$37.5K
3
Morgan Stanley
Morgan Stanley
New York
+$28.1K
4
Raymond James Financial
Raymond James Financial
Florida
+$27.4K
5
BCM
Bridgeway Capital Management
Texas
+$2.24K

Top Sellers

Rank Fund Capital Flow
1
FT
Fiduciary Trust
Massachusetts
-$183K
2
Renaissance Technologies
Renaissance Technologies
New York
-$170K
3
Osaic Holdings
Osaic Holdings
Arizona
-$70.5K
4
UBS Group
UBS Group
Switzerland
-$44.9K
5
BlackRock
BlackRock
New York
-$9.27K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWW
1
Pettyjohn Wood & White
Virginia
$3.62M +$211 +15 +0%
FL
2
Fourthstone LLC
Missouri
$3.17M +$679K +48,244 +27%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.71M – – –
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.02M – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$563K +$1.44K +102 +0.3%
BCM
6
Bridgeway Capital Management
Texas
$498K +$2.24K +159 +0.5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$460K +$37.5K +2,662 +9%
EF
8
Empowered Funds
Pennsylvania
$315K +$2.24K +159 +0.7%
First Manhattan
9
First Manhattan
New York
$314K – – –
SM
10
Salzhauer Michael
$263K – – –
MCM
11
MontVue Capital Management
Virginia
$183K – – –
RBWA
12
RFG - Bristol Wealth Advisors
Massachusetts
$157K +$1.04K +74 +0.7%
BlackRock
13
BlackRock
New York
$138K -$9.27K -659 -6%
Wells Fargo
14
Wells Fargo
California
$89.2K – – –
Osaic Holdings
15
Osaic Holdings
Arizona
$71.5K -$70.5K -5,012 -50%
Morgan Stanley
16
Morgan Stanley
New York
$50.4K +$28.1K +2,000 +126%
WCM
17
WealthTrak Capital Management
Virginia
$31K – – –
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$29K – – –
Raymond James Financial
19
Raymond James Financial
Florida
$27.4K +$27.4K +1,948 New
Jones Financial Companies
20
Jones Financial Companies
Missouri
$4.13K – – –
TRCT
21
Tower Research Capital (TRC)
New York
$4.12K -$56 -4 -1%
Bank of America
22
Bank of America
North Carolina
$562 +$98 +7 +21%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$70 +$70 +5 New
SS
24
SBI Securities
Japan
$28 – – –
FT
25
Fiduciary Trust
Massachusetts
– -$183K -12,413 Closed
1
2

BOTJ Hedge Fund Activity: Q2 2025 in Review

25 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q2 2025, worth a combined $14.7M — down 2.7% from $15.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BOTJ and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 9 added.

The largest buyer was Fourthstone LLC, adding an estimated $679K. The largest seller was Fiduciary Trust, exiting entirely with an estimated $183K sold.

  • 25 institutional investors held Bank Of The James (BOTJ) as of Q2 2025, down from 26 in Q1 2025.
  • Funds reported $14.7M of Bank Of The James stock for Q2 2025, down 2.7% quarter-over-quarter.
  • 2 funds opened new Bank Of The James positions in Q2 2025 and 3 closed out, a net change of -1 holder.
  • The largest Bank Of The James buyer in Q2 2025 was Fourthstone LLC, an estimated $679K added.
  • The largest Bank Of The James seller in Q2 2025 was Fiduciary Trust, an estimated $183K sold.

Based on aggregated 13F filings for Q2 2025.