NFJ

Virtus Dividend, Interest & Premium Strategy Fund
NFJ

Overview Fund Activity

132 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, 41 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
41
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$2.2M
2
AAM
2
Advisors Asset Management
Colorado
$17.4M
3
Bank of America
3
Bank of America
North Carolina
$42M
4
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$2.11M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$18.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.51M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$17.5M
3
SFS
3
Shaker Financial Services
Virginia
$206K
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$13.7M
5
GC
5
Guggenheim Capital
Illinois
$8.37M
Name Market Value Shares Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$471K 37,953 +2,480 +7%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$436K 35,135 +2,521 +8%
DWM
53
Dakota Wealth Management
Florida
$433K 34,890 – –
UPS
54
UHLMANN PRICE SECURITIES
Illinois
$420K 33,859 +2,406 +8%
AWE
55
Avidian Wealth Enterprises
Texas
$372K 30,000 – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$355K 28,599 -32,928 -54%
VVP
57
Venture Visionary Partners
Ohio
$347K 27,990 – –
LNWWM
58
Laird Norton Wetherby Wealth Management
California
$346K 27,868 +27,868 New
Comerica Bank
59
Comerica Bank
Texas
$344K 27,722 +1,804 +7%
ICMP
60
Integrated Capital Management (Pennsylvania)
Pennsylvania
$336K 27,123 +935 +4%
CMMS
61
Comprehensive Money Management Services
Florida
$334K 26,950 -1,320 -5%
MHS
62
M Holdings Securities
Oregon
$330K 26,647 +26,647 New
DWP
63
Daymark Wealth Partners
Ohio
$290K 23,400 +23,400 New
1CP
64
1607 Capital Partners
Virginia
$275K 22,146 -61,675 -74%
LFAS
65
Level Four Advisory Services
Texas
$274K 22,084 -611 -3%
Ameriprise
66
Ameriprise
Minnesota
$273K 22,009 -912 -4%
CIA
67
Capital Investment Advisors
Georgia
$255K 20,562 +1,951 +10%
NFG
68
Nations Financial Group
Iowa
$248K 20,000 +20,000 New
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$247K 19,921 -3,241 -14%
SIMG
70
Sonora Investment Management Group
Arizona
$242K 19,500 – –
ATS
71
Ashton Thomas Securities
New York
$241K 19,425 -4,800 -20%
DC
72
Davenport & Co
Virginia
$229K 18,472 – –
NA
73
NewEdge Advisors
Louisiana
$224K 18,090 -1,520 -8%
PAG
74
Private Advisor Group
New Jersey
$224K 18,049 +1,008 +6%
MOS
75
MGO One Seven
Ohio
$221K 17,787 -2,670 -13%
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