NFJ

Virtus Dividend, Interest & Premium Strategy Fund

134 hedge funds and large institutions have $495M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
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
DAS
51
Diversify Advisory Services
Utah
$480K
SI
52
Stephens Inc
Arkansas
$471K
SA
53
Sanctuary Advisors
Indiana
$444K
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$436K
DWM
55
Dakota Wealth Management
Florida
$433K
UPS
56
UHLMANN PRICE SECURITIES
Illinois
$420K
AWE
57
Avidian Wealth Enterprises
Texas
$372K
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$355K
VVP
59
Venture Visionary Partners
Ohio
$347K
LNWWM
60
Laird Norton Wetherby Wealth Management
California
$346K
Comerica Bank
61
Comerica Bank
Texas
$344K
ICMP
62
Integrated Capital Management (Pennsylvania)
Pennsylvania
$336K
CMMS
63
Comprehensive Money Management Services
Florida
$334K
MHS
64
M Holdings Securities
Oregon
$330K
NAS
65
NWF Advisory Services
California
$316K
DWP
66
Daymark Wealth Partners
Ohio
$290K
1CP
67
1607 Capital Partners
Virginia
$275K
LFAS
68
Level Four Advisory Services
Texas
$274K
Ameriprise
69
Ameriprise
Minnesota
$273K
CIA
70
Capital Investment Advisors
Georgia
$255K
NFG
71
Nations Financial Group
Iowa
$248K
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$247K
SIMG
73
Sonora Investment Management Group
Arizona
$242K
ATS
74
Ashton Thomas Securities
New York
$241K
DC
75
Davenport & Co
Virginia
$229K