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Bank Of The James

24 hedge funds and large institutions have $17.9M invested in Bank Of The James in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

21% more capital invested

Capital invested by funds: $14.7M → $17.9M (+$3.15M)

2.11% more ownership

Funds ownership: 23.02%25.14% (+2.1%)

4% less funds holding

Funds holding: 2524 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$4.55M +$968K +66,164 +29%
PWW
2
Pettyjohn Wood & White
Virginia
$3.99M -$15.9K -1,086 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.89M -$109K -7,431 -4%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.23M -$5.69K -389 -0.3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$639K +$14K +960 +2%
KF
6
Krilogy Financial
Missouri
$568K +$491K +33,533 New
BCM
7
Bridgeway Capital Management
Texas
$565K +$12.7K +868 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$510K
EF
9
Empowered Funds
Pennsylvania
$363K +$12.7K +868 +4%
First Manhattan
10
First Manhattan
New York
$348K
SM
11
Salzhauer Michael
$292K
MCM
12
MontVue Capital Management
Virginia
$203K
RBWA
13
RFG - Bristol Wealth Advisors
Massachusetts
$175K +$995 +68 +0.6%
BlackRock
14
BlackRock
New York
$157K +$3.95K +270 +3%
Wells Fargo
15
Wells Fargo
California
$98.9K -$15 -1 -0%
AUB
16
Atlantic Union Bankshares
Virginia
$93.6K +$87.8K +6,000 New
Osaic Holdings
17
Osaic Holdings
Arizona
$80.4K +$483 +33 +0.6%
Morgan Stanley
18
Morgan Stanley
New York
$62.8K +$6.44K +440 +12%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$32K
Jones Financial Companies
20
Jones Financial Companies
Missouri
$4.72K
TRCT
21
Tower Research Capital (TRC)
New York
$2.11K -$2.31K -158 -54%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$78
Bank of America
23
Bank of America
North Carolina
$62 -$527 -36 -90%
SS
24
SBI Securities
Japan
$31
WCM
25
WealthTrak Capital Management
Virginia
-$31K -2,200 Closed

BOTJ Hedge Fund Activity: Q3 2025 in Review

24 of the 7,629 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q3 2025, worth a combined $17.9M — up 21% from $14.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BOTJ and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 8 added.

The largest buyer was Fourthstone LLC, adding an estimated $968K. The largest seller was Vanguard Group, cutting an estimated $109K.

  • 24 institutional investors held Bank Of The James (BOTJ) as of Q3 2025, down from 25 in Q2 2025.
  • Funds reported $17.9M of Bank Of The James stock for Q3 2025, up 21% quarter-over-quarter.
  • 2 funds opened new Bank Of The James positions in Q3 2025 and 3 closed out, a net change of -1 holder.
  • The largest Bank Of The James buyer in Q3 2025 was Fourthstone LLC, an estimated $968K added.
  • The largest Bank Of The James seller in Q3 2025 was Vanguard Group, an estimated $109K sold.

Based on aggregated 13F filings for Q3 2025.