NFJ

Virtus Dividend, Interest & Premium Strategy Fund
NFJ

Overview Fund Activity

132 hedge funds and large institutions have $492M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
41
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$2.2M
2
AAM
2
Advisors Asset Management
Colorado
$17.4M
3
Bank of America
3
Bank of America
North Carolina
$42M
4
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$2.11M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$18.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.51M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$17.5M
3
SFS
3
Shaker Financial Services
Virginia
$206K
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$13.7M
5
GC
5
Guggenheim Capital
Illinois
$8.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.94M 156,164 -57,946 -27%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.76M 142,130 -235 -0.2%
MWM
28
Modern Wealth Management
Kansas
$1.6M 128,874 +6,912 +6%
CL
29
Choreo LLC
Illinois
$1.09M 87,938 -723 -0.8%
DADC
30
D.A. Davidson & Co
Montana
$1.06M 85,455 -113 -0.1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.06M 85,323 -3,055 -3%
BEI
32
Benjamin Edwards Inc
Missouri
$1.01M 81,163 -9,602 -11%
WAM
33
Wolverine Asset Management
Illinois
$981K 79,075 +57,430 +265%
KAS
34
Kestra Advisory Services
Texas
$829K 66,884 -2,075 -3%
OWA
35
Opal Wealth Advisors
New York
$782K 63,051 +479 +0.8%
MFG
36
Merit Financial Group
Georgia
$778K 62,739 +25,445 +68%
PCM
37
Pointe Capital Management
Michigan
$742K 59,817 +356 +0.6%
Mariner
38
Mariner
Kansas
$728K 58,707 +1,621 +3%
RAM
39
Readystate Asset Management
Illinois
$726K 58,577 +13,745 +31%
BI
40
Beckerman Institutional
New Jersey
$720K 58,070 -1,007 -2%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$692K 55,784 +6,996 +14%
WP
42
WealthShield Partners
North Carolina
$656K 52,881 -14,212 -21%
AIS
43
Accredited Investor Services
Minnesota
$642K 51,736 -284 -0.5%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$612K 49,326 -13,178 -21%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$595K 47,970 -219 -0.5%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$591K 46,920 +4,105 +10%
AO
47
Advisor OS
Illinois
$566K 45,614 -1,715 -4%
GWM
48
Geneos Wealth Management
Colorado
$524K 42,225 -49,611 -54%
Osaic Holdings
49
Osaic Holdings
Arizona
$519K 41,119 -16,610 -29%
DAS
50
Diversify Advisory Services
Utah
$480K 38,069 – –
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