NFJ

Virtus Dividend, Interest & Premium Strategy Fund

134 hedge funds and large institutions have $494M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
26
Sit Investment Associates
Minnesota
$2.03M
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.94M
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.76M
MWM
29
Modern Wealth Management
Kansas
$1.6M
CL
30
Choreo LLC
Illinois
$1.09M
DADC
31
D.A. Davidson & Co
Montana
$1.06M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.06M
BEI
33
Benjamin Edwards Inc
Missouri
$1.01M
WAM
34
Wolverine Asset Management
Illinois
$981K
KAS
35
Kestra Advisory Services
Texas
$829K
OWA
36
Opal Wealth Advisors
New York
$782K
MFG
37
Merit Financial Group
Georgia
$778K
PCM
38
Pointe Capital Management
Michigan
$742K
Mariner
39
Mariner
Kansas
$728K
RAM
40
Readystate Asset Management
Illinois
$726K
BI
41
Beckerman Institutional
New Jersey
$720K
Baird Financial Group
42
Baird Financial Group
Wisconsin
$692K
WP
43
WealthShield Partners
North Carolina
$656K
AIS
44
Accredited Investor Services
Minnesota
$642K
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$612K
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$595K
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$591K
AO
48
Advisor OS
Illinois
$566K
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$544K
GWM
50
Geneos Wealth Management
Colorado
$524K