NFJ

Virtus Dividend, Interest & Premium Strategy Fund
NFJ

Overview Fund Activity

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
+10
Holders Change %
+8.06%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
42
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.2M
2
AAM
Advisors Asset Management
Colorado
+$1.42M
3
Bank of America
Bank of America
North Carolina
+$1.09M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$1.03M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$930K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$8.28M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$5.75M
3
SFS
Shaker Financial Services
Virginia
-$1.88M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.37M
5
GC
Guggenheim Capital
Illinois
-$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
51
Diversify Advisory Services
Utah
$480K – – –
SI
52
Stephens Inc
Arkansas
$471K +$30.8K +2,480 +7%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$436K +$31.3K +2,521 +8%
DWM
54
Dakota Wealth Management
Florida
$433K – – –
UPS
55
UHLMANN PRICE SECURITIES
Illinois
$420K +$29.8K +2,406 +8%
AWE
56
Avidian Wealth Enterprises
Texas
$372K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$355K -$408K -32,928 -54%
VVP
58
Venture Visionary Partners
Ohio
$347K – – –
LNWWM
59
Laird Norton Wetherby Wealth Management
California
$346K +$346K +27,868 New
Comerica Bank
60
Comerica Bank
Texas
$344K +$22.4K +1,804 +7%
ICMP
61
Integrated Capital Management (Pennsylvania)
Pennsylvania
$336K +$11.6K +935 +4%
CMMS
62
Comprehensive Money Management Services
Florida
$334K -$16.4K -1,320 -5%
MHS
63
M Holdings Securities
Oregon
$330K +$330K +26,647 New
NAS
64
NWF Advisory Services
California
$316K – – –
DWP
65
Daymark Wealth Partners
Ohio
$290K +$290K +23,400 New
1CP
66
1607 Capital Partners
Virginia
$275K -$765K -61,675 -74%
LFAS
67
Level Four Advisory Services
Texas
$274K -$7.58K -611 -3%
Ameriprise
68
Ameriprise
Minnesota
$273K -$11.3K -912 -4%
CIA
69
Capital Investment Advisors
Georgia
$255K +$24.2K +1,951 +10%
NFG
70
Nations Financial Group
Iowa
$248K +$248K +20,000 New
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$247K -$40.2K -3,241 -14%
SIMG
72
Sonora Investment Management Group
Arizona
$242K – – –
ATS
73
Ashton Thomas Securities
New York
$241K -$59.5K -4,800 -20%
DC
74
Davenport & Co
Virginia
$229K – – –
NA
75
NewEdge Advisors
Louisiana
$224K -$18.8K -1,520 -8%
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3
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