BOTJ icon

Bank Of The James
BOTJ

Overview Fund Activity

24 hedge funds and large institutions have $14.6M 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, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
Fourthstone LLC
Missouri
+$678K
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
EF
Empowered Funds
Pennsylvania
+$2.24K

Top Sellers

1
FT
Fiduciary Trust
Massachusetts
-$183K
2
Renaissance Technologies
Renaissance Technologies
New York
-$170K
3
Osaic Holdings
Osaic Holdings
Arizona
-$149K
4
UBS Group
UBS Group
Switzerland
-$44.9K
5
BlackRock
BlackRock
New York
-$9.27K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWW
1
Pettyjohn Wood & White
Virginia
$3.62M +$211 +15 +0%
FL
2
Fourthstone LLC
Missouri
$3.17M +$678K +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 – – –
Morgan Stanley
15
Morgan Stanley
New York
$50.4K +$28.1K +2,000 +126%
WCM
16
WealthTrak Capital Management
Virginia
$31K – – –
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$29K – – –
Raymond James Financial
18
Raymond James Financial
Florida
$27.4K +$27.4K +1,948 New
Jones Financial Companies
19
Jones Financial Companies
Missouri
$4.13K – – –
TRCT
20
Tower Research Capital (TRC)
New York
$4.12K -$56 -4 -1%
Bank of America
21
Bank of America
North Carolina
$562 +$98 +7 +21%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$70 +$70 +5 New
SS
23
SBI Securities
Japan
$28 – – –
FT
24
Fiduciary Trust
Massachusetts
– -$183K -12,413 Closed
Renaissance Technologies
25
Renaissance Technologies
New York
– -$170K -11,477 Closed
1
2