We are live on ! Find out more
BOTJ icon

Bank Of The James

27 hedge funds and large institutions have $24.1M invested in Bank Of The James in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

35% more capital invested

Capital invested by funds: $17.9M → $24.1M (+$6.19M)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

13% more funds holding

Funds holding: 2427 (+3)

3.37% more ownership

Funds ownership: 25.14%28.5% (+3.4%)

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$5.98M +$515K +30,126 +10%
PWW
2
Pettyjohn Wood & White
Virginia
$4.67M -$78.4K -4,593 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.44M
DSC
4
Daytona Street Capital
Missouri
$2.93M +$2.7M +157,866 New
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$2.64M -$20K -1,170 -0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$756K -$4.85K -284 -0.7%
BCM
7
Bridgeway Capital Management
Texas
$673K
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$608K +$1.06K +62 +0.2%
KF
9
Krilogy Financial
Missouri
$567K -$45K -2,633 -8%
First Manhattan
10
First Manhattan
New York
$415K
LPL Financial
11
LPL Financial
California
$266K +$245K +14,320 New
MCM
12
MontVue Capital Management
Virginia
$242K
RBWA
13
RFG - Bristol Wealth Advisors
Massachusetts
$209K +$1.02K +60 +0.5%
BlackRock
14
BlackRock
New York
$195K +$6.97K +408 +4%
Wells Fargo
15
Wells Fargo
California
$118K
AUB
16
Atlantic Union Bankshares
Virginia
$111K
Osaic Holdings
17
Osaic Holdings
Arizona
$95.6K +$478 +28 +0.5%
Morgan Stanley
18
Morgan Stanley
New York
$74.8K
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$37K -$1.86K -109 -5%
FFA
20
Farther Finance Advisors
California
$8.84K +$8.13K +476 New
TRCT
21
Tower Research Capital (TRC)
New York
$6.41K +$3.59K +210 +156%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$5.57K
UBS Group
23
UBS Group
Switzerland
$1.58K +$1.45K +85 New
Citigroup
24
Citigroup
New York
$855 +$786 +46 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$93

BOTJ Hedge Fund Activity: Q4 2025 in Review

27 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q4 2025, worth a combined $24.1M — up 35% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BOTJ positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $515K. The largest seller was Empowered Funds, exiting entirely with an estimated $363K sold.

  • 27 institutional investors held Bank Of The James (BOTJ) as of Q4 2025, up from 24 in Q3 2025.
  • Funds reported $24.1M of Bank Of The James stock for Q4 2025, up 35% quarter-over-quarter.
  • 5 funds opened new Bank Of The James positions in Q4 2025 and 2 closed out, a net change of +3 holders.
  • The largest Bank Of The James buyer in Q4 2025 was Fourthstone LLC, an estimated $515K added.
  • The largest Bank Of The James seller in Q4 2025 was Empowered Funds, an estimated $363K sold.

Based on aggregated 13F filings for Q4 2025.