Who Owns Bank of the James Financial Group, Inc. (BOTJ)?Hedge Fund & Institutional Holders
Institutional Holders
36
as of Q4 2025
Total Institutional Value
$5.981467029332915e+52T
% of Float Held
—
QoQ Change in Holders
+11 / -0
Price History
BOTJ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Daytona Street Capital LLC | New Position | +158K | +$2.9M |
| Krilogy Financial LLC | New Position | +31K | +$567K |
| MontVue Capital Management, Inc. | New Position | +13K | +$242K |
| RFG - Bristol Wealth Advisors, LLC | New Position | +11K | +$209K |
| Atlantic Union Bankshares Corp | New Position | +6K | +$111K |
| Farther Finance Advisors, LLC | New Position | +476 | +$8K |
| UBS Group AG | New Position | +85 | +$1K |
| LPL Financial LLC | New Position | +14K | +$0 |
| SBI Securities Co., Ltd. | New Position | +2 | +$0 |
| JONES FINANCIAL COMPANIES LLLP | New Position | +300 | +$0 |
| CITIGROUP INC | New Position | +46 | +$0 |
| Tower Research Capital LLC (TRC) | Increased | +210 | +$-2.1M |
| OSAIC HOLDINGS, INC. | Increased | +28 | +$-80.4M |
| BlackRock, Inc. | Increased | +408 | +$-157.2M |
| DIMENSIONAL FUND ADVISORS LP | Increased | +62 | +$-509.6M |
BOTJ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| PETTYJOHN, WOOD & WHITE, INC | Decreased | -5K | -$4.0B |
| CAPTRUST FINANCIAL ADVISORS | Decreased | -1K | -$2.2B |
| GEODE CAPITAL MANAGEMENT, LLC | Decreased | -284 | -$639.1M |
| ACADIAN ASSET MANAGEMENT LLC | Decreased | -109 | -$32K |
Top Institutional Holders(Q4 2025)
BOTJ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 28 | $20.2M | +11 |
| Q3 2025 | 17 | $16.5B | -7 |
| Q2 2025 | 24 | $14.6B | -2 |
| Q1 2025 | 26 | $15.1B | +3 |
| Q4 2024 | 23 | $330.7B | +2 |
| Q3 2024 | 21 | $4.5T | +4 |
| Q2 2024 | 17 | $3.6T | +1 |
| Q1 2024 | 16 | $3.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 36 institutional investors hold BOTJ (Bank of the James Financial Group, Inc.). The largest holder is Fourthstone LLC with $6.0M in shares. This quarter, 11 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own BOTJ?
As of Q4 2025, 36 institutional investors report holding BOTJ (Bank of the James Financial Group, Inc.) in their 13F filings.
Who is the largest institutional holder of BOTJ?
The largest institutional holder of BOTJ is Fourthstone LLC with $6.0M in shares.
Is institutional ownership of BOTJ increasing or decreasing?
This quarter, 11 institutions opened new positions in BOTJ and 0 closed their positions.