NFJ

Virtus Dividend, Interest & Premium Strategy Fund

128 hedge funds and large institutions have $490M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$230K
MHS
77
M Holdings Securities
Oregon
$230K
ATS
78
Ashton Thomas Securities
New York
$225K
MYIA
79
Mount Yale Investment Advisors
Colorado
$223K
VAS
80
Vestmark Advisory Solutions
Massachusetts
$223K
CIA
81
Capital Investment Advisors
Georgia
$222K
OAM
82
Occidental Asset Management
California
$218K
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$208K
IAIM
84
International Assets Investment Management
Florida
$208K
PA
85
Procyon Advisors
Connecticut
$197K
CB
86
Commerce Bank
Missouri
$181K
AW
87
Alteri Wealth
California
$179K
CP
88
Camelot Portfolios
Ohio
$173K
SPIA
89
Steward Partners Investment Advisory
New York
$173K
HighTower Advisors
90
HighTower Advisors
Illinois
$172K
VCWA
91
Vanguard Capital Wealth Advisors
Colorado
$163K
CSP
92
Cary Street Partners
Virginia
$162K
Ameriprise
93
Ameriprise
Minnesota
$153K
BWG
94
Berry Wealth Group
Texas
$151K
DWM
95
Dakota Wealth Management
Florida
$143K
MOS
96
MGO One Seven
Ohio
$137K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$134K
WS
98
Wedbush Securities
California
$134K
EH
99
Equitable Holdings
New York
$133K
CCG
100
Chatham Capital Group
Georgia
$129K