NFJ

Virtus Dividend, Interest & Premium Strategy Fund

119 hedge funds and large institutions have $501M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
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

Top Buyers

1 +$1.44M
2 +$1.28M
3 +$1.06M
4
Stifel Financial
Stifel Financial
Missouri
+$819K
5
Morgan Stanley
Morgan Stanley
New York
+$721K

Top Sellers

1 -$7.36M
2 -$2.49M
3 -$2.28M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.93M
5
PAS
Park Avenue Securities
New York
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
UPS
51
UHLMANN PRICE SECURITIES
Illinois
$536K
DAS
52
Diversify Advisory Services
Utah
$490K
AWE
53
Avidian Wealth Enterprises
Texas
$390K
Comerica Bank
54
Comerica Bank
Texas
$365K
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$365K
VVP
56
Venture Visionary Partners
Ohio
$364K
RZH
57
Relyea Zuckerberg Hanson
Connecticut
$349K
CMMS
58
Comprehensive Money Management Services
Florida
$326K
NAS
59
NWF Advisory Services
California
$312K
RAM
60
Readystate Asset Management
Illinois
$300K
PAG
61
Private Advisor Group
New Jersey
$292K
LFAS
62
Level Four Advisory Services
Texas
$292K
Ameriprise
63
Ameriprise
Minnesota
$279K
NFG
64
Nations Financial Group
Iowa
$260K
ATS
65
Ashton Thomas Securities
New York
$253K
CIA
66
Capital Investment Advisors
Georgia
$248K
Jane Street
67
Jane Street
New York
$244K
DC
68
Davenport & Co
Virginia
$240K
SWP
69
Stratos Wealth Partners
Ohio
$232K
MYIA
70
Mount Yale Investment Advisors
Colorado
$225K
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$224K
OAM
72
Occidental Asset Management
California
$220K
HighTower Advisors
73
HighTower Advisors
Illinois
$202K
IAIM
74
International Assets Investment Management
Florida
$201K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$195K