NFJ

Virtus Dividend, Interest & Premium Strategy Fund
NFJ

Overview Fund Activity

133 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, 42 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
42
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.2M
2
AAM
Advisors Asset Management
Colorado
+$1.42M
3
Bank of America
Bank of America
North Carolina
+$1.09M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$1.03M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$930K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$8.28M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$5.75M
3
SFS
Shaker Financial Services
Virginia
-$1.88M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.37M
5
GC
Guggenheim Capital
Illinois
-$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
76
MGO One Seven
Ohio
$221K -$33.1K -2,670 -13%
SWP
77
Stratos Wealth Partners
Ohio
$220K +$55K +4,436 +33%
OAM
78
Occidental Asset Management
California
$210K -$1K -81 -0.5%
SFS
79
Shaker Financial Services
Virginia
$206K -$1.88M -151,306 -90%
AWS
80
Atria Wealth Solutions
New York
$202K – – –
IAIM
81
International Assets Investment Management
Florida
$200K – – –
MML Investors Services
82
MML Investors Services
Massachusetts
$198K +$12.1K +975 +7%
SPIA
83
Steward Partners Investment Advisory
New York
$194K +$4.65K +375 +2%
HighTower Advisors
84
HighTower Advisors
Illinois
$190K +$310 +25 +0.2%
OLVIG
85
Oliver Lagore Vanvalin Investment Group
Michigan
$186K +$186K +15,305 New
WS
86
Wedbush Securities
California
$177K -$74.7K -6,016 -30%
P
87
&Partners
Tennessee
$176K +$44.7K +3,601 +34%
CB
88
Commerce Bank
Missouri
$174K – – –
Franklin Resources
89
Franklin Resources
California
$173K +$173K +13,921 New
AW
90
Alteri Wealth
California
$172K – – –
DACS
91
Dymon Asia Capital (Singapore)
Singapore
$168K +$168K +13,525 New
CP
92
Camelot Portfolios
Ohio
$167K -$16.8K -1,356 -9%
KA
93
Kovack Advisors
Florida
$158K +$158K +12,724 New
TCA
94
Transcend Capital Advisors
New Jersey
$156K -$222K -17,867 -59%
VCWA
95
Vanguard Capital Wealth Advisors
Colorado
$143K +$3.45K +278 +2%
BWG
96
Berry Wealth Group
Texas
$139K +$2.88K +232 +2%
PCA
97
Pallas Capital Advisors
Massachusetts
$139K – – –
AAS
98
Avantax Advisory Services
Texas
$127K +$127K +10,229 New
CCG
99
Chatham Capital Group
Georgia
$124K – – –
CAM
100
Cresset Asset Management
Illinois
$124K +$124K +10,000 New
2 3
4
5 6