NFJ

Virtus Dividend, Interest & Premium Strategy Fund

128 hedge funds and large institutions have $490M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
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
UPS
51
UHLMANN PRICE SECURITIES
Illinois
$543K
P
52
&Partners
Tennessee
$542K
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$536K
SMA
54
Seven Mile Advisory
New Jersey
$534K
ICM
55
Ionic Capital Management
New York
$516K
Mariner
56
Mariner
Kansas
$510K
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$509K
SWA
58
Sax Wealth Advisors
New Jersey
$464K
DAS
59
Diversify Advisory Services
Utah
$436K
RAM
60
Readystate Asset Management
Illinois
$419K
AWE
61
Avidian Wealth Enterprises
Texas
$387K
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$384K
SA
63
Sanctuary Advisors
Indiana
$373K
VVP
64
Venture Visionary Partners
Ohio
$361K
Comerica Bank
65
Comerica Bank
Texas
$355K
CMMS
66
Comprehensive Money Management Services
Florida
$323K
LFAS
67
Level Four Advisory Services
Texas
$296K
PAG
68
Private Advisor Group
New Jersey
$286K
LCM
69
Landscape Capital Management
New Jersey
$278K
NAS
70
NWF Advisory Services
California
$264K
NFG
71
Nations Financial Group
Iowa
$258K
PWPS
72
Pinnacle Wealth Planning Services
Ohio
$252K
KA
73
Kovack Advisors
Florida
$246K
DC
74
Davenport & Co
Virginia
$238K
SWP
75
Stratos Wealth Partners
Ohio
$230K