NFJ

Virtus Dividend, Interest & Premium Strategy Fund

134 hedge funds and large institutions have $493M 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
134
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
CAM
101
Cresset Asset Management
Illinois
$124K
CT
102
Colonial Trust
South Carolina
$109K
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$101K
WA
104
WPG Advisers
Maryland
$89.1K
US Bancorp
105
US Bancorp
Minnesota
$74.7K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$49K
EWA
107
EverSource Wealth Advisors
Alabama
$37.1K
T
108
Transce3nd
Texas
$33.1K
AAG
109
Accordant Advisory Group
Maryland
$32.2K
WW
110
Winnow Wealth
Texas
$32.2K
PB
111
Pinnacle Bancorp
Nebraska
$31.4K
GWSG
112
GPS Wealth Strategies Group
Colorado
$26.6K
TWC
113
TD Waterhouse Canada
Ontario, Canada
$22.4K
FFO
114
Fortitude Family Office
Arizona
$22.3K
AAS
115
Ameritas Advisory Services
Nebraska
$21.4K
UCB
116
United Community Bank
South Carolina
$20.5K
FFWM
117
Future Financial Wealth Management
Ohio
$18.6K
AWM
118
Atticus Wealth Management
Florida
$17.8K
TIM
119
Tortoise Investment Management
New York
$12.6K
TSMHT
120
Thurston Springer Miller Herd & Titak
Indiana
$12.4K
LFG
121
Larson Financial Group
Missouri
$12.4K
TFGT
122
TS Financial Group (TSFG)
Illinois
$12K
CFD
123
Creative Financial Designs
Indiana
$11.1K
SWA
124
SOA Wealth Advisors
New York
$8.34K
HI
125
Harbour Investments
Wisconsin
$8K