NFJ

Virtus Dividend, Interest & Premium Strategy Fund
NFJ

Overview Fund Activity

133 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, 42 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
42
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.2M
2
AAM
Advisors Asset Management
Colorado
+$1.42M
3
Bank of America
Bank of America
North Carolina
+$1.09M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$1.03M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$930K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$8.28M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$5.75M
3
SFS
Shaker Financial Services
Virginia
-$1.88M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.37M
5
GC
Guggenheim Capital
Illinois
-$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.94M -$719K -57,946 -27%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.76M -$2.91K -235 -0.2%
MWM
28
Modern Wealth Management
Kansas
$1.6M +$85.7K +6,912 +6%
CL
29
Choreo LLC
Illinois
$1.09M -$8.97K -723 -0.8%
DADC
30
D.A. Davidson & Co
Montana
$1.06M -$1.4K -113 -0.1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.06M -$37.9K -3,055 -3%
BEI
32
Benjamin Edwards Inc
Missouri
$1.01M -$119K -9,602 -11%
WAM
33
Wolverine Asset Management
Illinois
$981K +$712K +57,430 +265%
KAS
34
Kestra Advisory Services
Texas
$829K -$25.7K -2,075 -3%
OWA
35
Opal Wealth Advisors
New York
$782K +$5.94K +479 +0.8%
MFG
36
Merit Financial Group
Georgia
$778K +$316K +25,445 +68%
PCM
37
Pointe Capital Management
Michigan
$742K +$4.41K +356 +0.6%
Mariner
38
Mariner
Kansas
$728K +$20.1K +1,621 +3%
RAM
39
Readystate Asset Management
Illinois
$726K +$170K +13,745 +31%
BI
40
Beckerman Institutional
New Jersey
$720K -$12.5K -1,007 -2%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$692K +$86.8K +6,996 +14%
WP
42
WealthShield Partners
North Carolina
$656K -$176K -14,212 -21%
AIS
43
Accredited Investor Services
Minnesota
$642K -$3.52K -284 -0.5%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$612K -$163K -13,178 -21%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$595K -$2.72K -219 -0.5%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$591K +$51.7K +4,105 +10%
AO
47
Advisor OS
Illinois
$566K -$21.3K -1,715 -4%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$544K +$57.2K +4,613 +12%
GWM
49
Geneos Wealth Management
Colorado
$524K -$615K -49,611 -54%
Osaic Holdings
50
Osaic Holdings
Arizona
$519K -$210K -16,610 -29%
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