NFJ

Virtus Dividend, Interest & Premium Strategy Fund

119 hedge funds and large institutions have $501M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
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

Top Buyers

1 +$1.44M
2 +$1.28M
3 +$1.06M
4
Stifel Financial
Stifel Financial
Missouri
+$819K
5
Morgan Stanley
Morgan Stanley
New York
+$721K

Top Sellers

1 -$7.36M
2 -$2.49M
3 -$2.28M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.93M
5
PAS
Park Avenue Securities
New York
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
76
Dakota Wealth Management
Florida
$190K
MOS
77
MGO One Seven
Ohio
$190K
CB
78
Commerce Bank
Missouri
$183K
AW
79
Alteri Wealth
California
$181K
P
80
&Partners
Tennessee
$179K
DACS
81
Dymon Asia Capital (Singapore)
Singapore
$176K
SPIA
82
Steward Partners Investment Advisory
New York
$174K
CP
83
Camelot Portfolios
Ohio
$170K
LNWWM
84
Laird Norton Wetherby Wealth Management
California
$169K
TCA
85
Transcend Capital Advisors
New Jersey
$164K
VCWA
86
Vanguard Capital Wealth Advisors
Colorado
$160K
BWG
87
Berry Wealth Group
Texas
$149K
PCA
88
Pallas Capital Advisors
Massachusetts
$146K
WS
89
Wedbush Securities
California
$135K
CCG
90
Chatham Capital Group
Georgia
$130K
CT
91
Colonial Trust
South Carolina
$113K
WA
92
WPG Advisers
Maryland
$95.8K
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$70.3K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$52K
EWA
95
EverSource Wealth Advisors
Alabama
$38.9K
AAG
96
Accordant Advisory Group
Maryland
$33.8K
PB
97
Pinnacle Bancorp
Nebraska
$33K
GWSG
98
GPS Wealth Strategies Group
Colorado
$27.9K
TWC
99
TD Waterhouse Canada
Ontario, Canada
$23.4K
AAS
100
Ameritas Advisory Services
Nebraska
$22.5K