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NFJ
Virtus Dividend, Interest & Premium Strategy Fund
128 hedge funds and large institutions have $490M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
47% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 15
5% more funds holding
Funds holding: 122 → 128 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $502M → $490M (-$12.1M)
27% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 48
Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
35
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SCM
Saba Capital Management
New York
|
+$14.6M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$12.6M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.24M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.22M |
Top Sellers
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$13.6M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$9.45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6.06M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$5.91M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$2.73M |
