NFJ

Virtus Dividend, Interest & Premium Strategy Fund

125 hedge funds and large institutions have $488M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$536K
SMA
52
Seven Mile Advisory
New Jersey
$534K
ICM
53
Ionic Capital Management
New York
$516K
Mariner
54
Mariner
Kansas
$510K
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$509K
SWA
56
Sax Wealth Advisors
New Jersey
$464K
DAS
57
Diversify Advisory Services
Utah
$436K
RAM
58
Readystate Asset Management
Illinois
$419K
AWE
59
Avidian Wealth Enterprises
Texas
$387K
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$384K
SA
61
Sanctuary Advisors
Indiana
$373K
VVP
62
Venture Visionary Partners
Ohio
$361K
Comerica Bank
63
Comerica Bank
Texas
$355K
CMMS
64
Comprehensive Money Management Services
Florida
$323K
LFAS
65
Level Four Advisory Services
Texas
$296K
PAG
66
Private Advisor Group
New Jersey
$286K
LCM
67
Landscape Capital Management
New Jersey
$278K
NFG
68
Nations Financial Group
Iowa
$258K
PWPS
69
Pinnacle Wealth Planning Services
Ohio
$252K
KA
70
Kovack Advisors
Florida
$246K
DC
71
Davenport & Co
Virginia
$238K
SWP
72
Stratos Wealth Partners
Ohio
$230K
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$230K
MHS
74
M Holdings Securities
Oregon
$230K
ATS
75
Ashton Thomas Securities
New York
$225K