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
NA
76
NewEdge Advisors
Louisiana
$224K
PAG
77
Private Advisor Group
New Jersey
$224K
MOS
78
MGO One Seven
Ohio
$221K
SWP
79
Stratos Wealth Partners
Ohio
$220K
OAM
80
Occidental Asset Management
California
$210K
SFS
81
Shaker Financial Services
Virginia
$206K
AWS
82
Atria Wealth Solutions
New York
$202K
IAIM
83
International Assets Investment Management
Florida
$200K
MML Investors Services
84
MML Investors Services
Massachusetts
$198K
SPIA
85
Steward Partners Investment Advisory
New York
$194K
HighTower Advisors
86
HighTower Advisors
Illinois
$190K
OLVIG
87
Oliver Lagore Vanvalin Investment Group
Michigan
$186K
WS
88
Wedbush Securities
California
$177K
P
89
&Partners
Tennessee
$176K
CB
90
Commerce Bank
Missouri
$174K
Franklin Resources
91
Franklin Resources
California
$173K
AW
92
Alteri Wealth
California
$172K
DACS
93
Dymon Asia Capital (Singapore)
Singapore
$168K
CP
94
Camelot Portfolios
Ohio
$167K
KA
95
Kovack Advisors
Florida
$158K
TCA
96
Transcend Capital Advisors
New Jersey
$156K
VCWA
97
Vanguard Capital Wealth Advisors
Colorado
$143K
BWG
98
Berry Wealth Group
Texas
$139K
PCA
99
Pallas Capital Advisors
Massachusetts
$139K
AAS
100
Avantax Advisory Services
Texas
$127K