Bank of the James Financial Group
BOTJ • NASDAQ
Bank of the James Financial Group is a banks - regional company in the financial services sector on NASDAQ, led by Michael A. Syrek, with a market cap of $81.8M. As of Q3 2025, 25% of shares are held by 24 institutional investors, with Fourthstone LLC as the largest holder at 6.42%.
President of Bank of the JamesMichael A. Syrek
Market Cap$81.8M
Banks - Regional
Financial Services
Employees173.0
Websitebankofthejames.bank
Country
United States of America
Overview
Overview of institutional ownership in BOTJ as of Q3 2025 with a market cap of $70.9M
All Institutions
- Institutions
- 24
- Value Held
- $17.9M
- Shares Held
- 1.1M
- Avg Position
- $744.2K
- Median Position
- $189.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $4.6M
- Shares Held
- 291.8K
- Avg Position
- $4.6M
- Median Position
- $4.6M
Ownership Breakdown
Based on market cap of $70.9M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in BOTJ as of Q3 2025
| Institution | Position Value |
|---|---|
 Fourthstone LLC Hedge Fund•Long/Short | $4.6M 0.82% of portfolio |
 PETTYJOHN CO RIA/Wealth | $4.0M 0.66% of portfolio |
 VANGUARD GROUP INC Institution | $2.9M 0.00% of portfolio |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $2.2M 0.00% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $639.1K 0.00% of portfolio |
 Krilogy Financial LLC RIA/Wealth | $568.4K 0.02% of portfolio |
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager | $565.3K 0.01% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $509.6K 0.00% of portfolio |
 Empowered Funds, LLC ETF Provider | $362.5K 0.00% of portfolio |
 FIRST MANHATTAN CO Institution | $348.1K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BOTJ in Q3 2025
- Traded
- +$1.5M
- Buyers
- 10
- Sellers
- 8
- Total Bought
- +$1.7M
- Total Sold
- −$200.3K
- Avg Position
- $661.5K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Fourthstone LLC Hedge Fund•Long/Short | +$1.0M +66.2K shares |
Krilogy Financial LLC RIA/Wealth | +$568.4K +33.5K shares |
 Union Bankshares Corp Institution | +$93.6K +6.0K shares |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | +$15.0K +960.0 shares |
Empowered Funds, LLC ETF Provider | +$13.5K +868.0 shares |
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager | +$13.5K +868.0 shares |
 MORGAN STANLEY RIA/Wealth | +$6.9K +440.0 shares |
B BlackRock, Inc. Institution | +$4.2K +270.0 shares |
 RFG - Bristol Wealth Advisors, LLC RIA/Wealth | +$1.1K +68.0 shares |
A Advisor Group Holdings, Inc. Institution | +$518.8 +33.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
VANGUARD GROUP INC Institution | −$115.9K −7.4K shares |
W WealthTrak Capital Management LLC RIA/Wealth | −$31.0K −2.2K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$27.4K −1.9K shares |
PETTYJOHN CO RIA/Wealth | −$16.9K −1.1K shares |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | −$6.1K −389.0 shares |
T Tower Research Capital LLC Institution | −$2.5K −158.0 shares |
 BANK OF AMERICA CORP /DE/ Institution | −$558.0 −36.0 shares |
 WELLS FARGO & COMPANY/MN Institution | −$15.6 −1.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BOTJ in Q3 2025
- New Positions
- 1
- New Value
- $93.6K
- Exited Positions
- 3
- Exited Value
- $58.3K
New Positions
| Institution | Position Value |
|---|---|
Union Bankshares Corp Institution | $93.6K 6.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
W WealthTrak Capital Management LLC RIA/Wealth | $31.0K 2.2K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $27.4K 1.9K shares |
R ROYAL BANK OF CANADA Institution | - 2.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BOTJ as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BOTJ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Fourthstone LLC Hedge Fund•Long/Short | 0.82% $4.6M |
PETTYJOHN CO RIA/Wealth | 0.66% $4.0M |
S SALZHAUER MICHAEL Institution | 0.15% $291.6K |
 MontVue Capital Management, Inc. RIA/Wealth | 0.14% $203.2K |
RFG - Bristol Wealth Advisors, LLC RIA/Wealth | 0.05% $174.8K |
Krilogy Financial LLC RIA/Wealth | 0.02% $568.4K |
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager | 0.01% $565.3K |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | 0.00% $2.2M |
Empowered Funds, LLC ETF Provider | 0.00% $362.5K |
Union Bankshares Corp Institution | 0.00% $93.6K |
Hedge Fund Spotlight
Discover hedge funds investing in BOTJ
Fourthstone LLC
Hedge Fund • Long/Short
Portfolio ManagerAmy Morris Stone
- Portfolio Value
- $557.6M
- Positions
- 83
- Last Reported
- Q3 2025
Sector Allocation
Position in Bank of the James Financial Group
- Market Value
- $4.6M
- Shares Held
- 291.8K
- Portfolio Weight
- 0.82%
- Owned Since
- 2023-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Banks - Regional Financial Services | $49.4M | 8.85% | |
Banks - Regional Financial Services | $31.7M | 5.68% | |
Banks - Regional Financial Services | $30.5M | 5.47% |
