NFJ

Virtus Dividend, Interest & Premium Strategy Fund

127 hedge funds and large institutions have $489M 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, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
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
MHS
76
M Holdings Securities
Oregon
$230K
ATS
77
Ashton Thomas Securities
New York
$225K
MYIA
78
Mount Yale Investment Advisors
Colorado
$223K
VAS
79
Vestmark Advisory Solutions
Massachusetts
$223K
CIA
80
Capital Investment Advisors
Georgia
$222K
OAM
81
Occidental Asset Management
California
$218K
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$208K
IAIM
83
International Assets Investment Management
Florida
$208K
PA
84
Procyon Advisors
Connecticut
$197K
CB
85
Commerce Bank
Missouri
$181K
AW
86
Alteri Wealth
California
$179K
CP
87
Camelot Portfolios
Ohio
$173K
SPIA
88
Steward Partners Investment Advisory
New York
$173K
HighTower Advisors
89
HighTower Advisors
Illinois
$172K
VCWA
90
Vanguard Capital Wealth Advisors
Colorado
$163K
CSP
91
Cary Street Partners
Virginia
$162K
Ameriprise
92
Ameriprise
Minnesota
$153K
BWG
93
Berry Wealth Group
Texas
$151K
DWM
94
Dakota Wealth Management
Florida
$143K
MOS
95
MGO One Seven
Ohio
$137K
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$134K
WS
97
Wedbush Securities
California
$134K
EH
98
Equitable Holdings
New York
$133K
CCG
99
Chatham Capital Group
Georgia
$129K
CT
100
Colonial Trust
South Carolina
$113K