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 %
SWP
76
Stratos Wealth Partners
Ohio
$220K 17,747 +4,436 +33%
OAM
77
Occidental Asset Management
California
$210K 16,962 -81 -0.5%
SFS
78
Shaker Financial Services
Virginia
$206K 16,578 -151,306 -90%
AWS
79
Atria Wealth Solutions
New York
$202K 16,273 – –
IAIM
80
International Assets Investment Management
Florida
$200K 16,100 – –
MML Investors Services
81
MML Investors Services
Massachusetts
$198K 15,949 +975 +7%
SPIA
82
Steward Partners Investment Advisory
New York
$194K 15,610 +375 +2%
HighTower Advisors
83
HighTower Advisors
Illinois
$190K 15,305 +25 +0.2%
OLVIG
84
Oliver Lagore Vanvalin Investment Group
Michigan
$186K 15,305 +15,305 New
WS
85
Wedbush Securities
California
$177K 14,262 -6,016 -30%
P
86
&Partners
Tennessee
$176K 14,198 +3,601 +34%
CB
87
Commerce Bank
Missouri
$174K 14,028 – –
Franklin Resources
88
Franklin Resources
California
$173K 13,921 +13,921 New
AW
89
Alteri Wealth
California
$172K 13,893 – –
DACS
90
Dymon Asia Capital (Singapore)
Singapore
$168K 13,525 +13,525 New
CP
91
Camelot Portfolios
Ohio
$167K 13,446 -1,356 -9%
KA
92
Kovack Advisors
Florida
$158K 12,724 +12,724 New
TCA
93
Transcend Capital Advisors
New Jersey
$156K 12,603 -17,867 -59%
VCWA
94
Vanguard Capital Wealth Advisors
Colorado
$143K 11,551 +278 +2%
BWG
95
Berry Wealth Group
Texas
$139K 11,240 +232 +2%
PCA
96
Pallas Capital Advisors
Massachusetts
$139K 11,193 – –
AAS
97
Avantax Advisory Services
Texas
$127K 10,229 +10,229 New
CCG
98
Chatham Capital Group
Georgia
$124K 10,000 – –
CAM
99
Cresset Asset Management
Illinois
$124K 10,000 +10,000 New
CT
100
Colonial Trust
South Carolina
$109K 8,863 – –
2 3
4
5 6