NFJ

Virtus Dividend, Interest & Premium Strategy Fund

134 hedge funds and large institutions have $493M 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
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
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.94M
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.76M
MWM
28
Modern Wealth Management
Kansas
$1.6M
CL
29
Choreo LLC
Illinois
$1.09M
DADC
30
D.A. Davidson & Co
Montana
$1.06M
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.06M
BEI
32
Benjamin Edwards Inc
Missouri
$1.01M
WAM
33
Wolverine Asset Management
Illinois
$981K
KAS
34
Kestra Advisory Services
Texas
$829K
OWA
35
Opal Wealth Advisors
New York
$782K
MFG
36
Merit Financial Group
Georgia
$778K
PCM
37
Pointe Capital Management
Michigan
$742K
Mariner
38
Mariner
Kansas
$728K
RAM
39
Readystate Asset Management
Illinois
$726K
BI
40
Beckerman Institutional
New Jersey
$720K
Baird Financial Group
41
Baird Financial Group
Wisconsin
$692K
WP
42
WealthShield Partners
North Carolina
$656K
AIS
43
Accredited Investor Services
Minnesota
$642K
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$612K
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$595K
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$591K
AO
47
Advisor OS
Illinois
$566K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$544K
GWM
49
Geneos Wealth Management
Colorado
$524K
Osaic Holdings
50
Osaic Holdings
Arizona
$519K