NFJ

Virtus Dividend, Interest & Premium Strategy Fund

121 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, 39 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$195K
DWM
77
Dakota Wealth Management
Florida
$190K
MOS
78
MGO One Seven
Ohio
$190K
CB
79
Commerce Bank
Missouri
$183K
AW
80
Alteri Wealth
California
$181K
P
81
&Partners
Tennessee
$179K
DACS
82
Dymon Asia Capital (Singapore)
Singapore
$176K
SPIA
83
Steward Partners Investment Advisory
New York
$174K
CP
84
Camelot Portfolios
Ohio
$170K
LNWWM
85
Laird Norton Wetherby Wealth Management
California
$169K
TCA
86
Transcend Capital Advisors
New Jersey
$164K
VCWA
87
Vanguard Capital Wealth Advisors
Colorado
$160K
BWG
88
Berry Wealth Group
Texas
$149K
PCA
89
Pallas Capital Advisors
Massachusetts
$146K
WS
90
Wedbush Securities
California
$135K
CCG
91
Chatham Capital Group
Georgia
$130K
CT
92
Colonial Trust
South Carolina
$113K
WA
93
WPG Advisers
Maryland
$95.8K
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$70.3K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$52K
EWA
96
EverSource Wealth Advisors
Alabama
$38.9K
AAG
97
Accordant Advisory Group
Maryland
$33.8K
PB
98
Pinnacle Bancorp
Nebraska
$33K
GWSG
99
GPS Wealth Strategies Group
Colorado
$27.9K
TWC
100
TD Waterhouse Canada
Ontario, Canada
$23.4K