NFJ

Virtus Dividend, Interest & Premium Strategy Fund

125 hedge funds and large institutions have $488M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
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
MYIA
76
Mount Yale Investment Advisors
Colorado
$223K
VAS
77
Vestmark Advisory Solutions
Massachusetts
$223K
CIA
78
Capital Investment Advisors
Georgia
$222K
OAM
79
Occidental Asset Management
California
$218K
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$208K
IAIM
81
International Assets Investment Management
Florida
$208K
PA
82
Procyon Advisors
Connecticut
$197K
CB
83
Commerce Bank
Missouri
$181K
AW
84
Alteri Wealth
California
$179K
CP
85
Camelot Portfolios
Ohio
$173K
SPIA
86
Steward Partners Investment Advisory
New York
$173K
HighTower Advisors
87
HighTower Advisors
Illinois
$172K
VCWA
88
Vanguard Capital Wealth Advisors
Colorado
$163K
CSP
89
Cary Street Partners
Virginia
$162K
Ameriprise
90
Ameriprise
Minnesota
$153K
BWG
91
Berry Wealth Group
Texas
$151K
DWM
92
Dakota Wealth Management
Florida
$143K
MOS
93
MGO One Seven
Ohio
$137K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$134K
WS
95
Wedbush Securities
California
$134K
EH
96
Equitable Holdings
New York
$133K
CCG
97
Chatham Capital Group
Georgia
$129K
CT
98
Colonial Trust
South Carolina
$113K
WA
99
WPG Advisers
Maryland
$95K
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$74.8K