NFJ

Virtus Dividend, Interest & Premium Strategy Fund

127 hedge funds and large institutions have $489M 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, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
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
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.71M
KAS
27
Kestra Advisory Services
Texas
$1.57M
WAM
28
Wolverine Asset Management
Illinois
$1.4M
NA
29
NewEdge Advisors
Louisiana
$1.35M
MWM
30
Modern Wealth Management
Kansas
$1.3M
DADC
31
D.A. Davidson & Co
Montana
$1.2M
CL
32
Choreo LLC
Illinois
$1.03M
OWA
33
Opal Wealth Advisors
New York
$961K
MFG
34
Merit Financial Group
Georgia
$797K
BEI
35
Benjamin Edwards Inc
Missouri
$793K
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$745K
FAOAI
37
Fund Advisors of America Inc
Florida
$742K
Baird Financial Group
38
Baird Financial Group
Wisconsin
$725K
BI
39
Beckerman Institutional
New Jersey
$720K
SI
40
Stephens Inc
Arkansas
$694K
AIS
41
Accredited Investor Services
Minnesota
$638K
AO
42
Advisor OS
Illinois
$637K
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$635K
WP
44
WealthShield Partners
North Carolina
$630K
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$618K
Jane Street
46
Jane Street
New York
$613K
CEFA
47
Closed-End Fund Advisors
Virginia
$605K
GRP
48
Global Retirement Partners
California
$596K
PCM
49
Pointe Capital Management
Michigan
$549K
UPS
50
UHLMANN PRICE SECURITIES
Illinois
$543K