NFJ

Virtus Dividend, Interest & Premium Strategy Fund
NFJ

Overview Fund Activity

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
+10
Holders Change %
+8.06%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
42
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.2M
2
AAM
Advisors Asset Management
Colorado
+$1.42M
3
Bank of America
Bank of America
North Carolina
+$1.09M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$1.03M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$930K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$8.28M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$5.75M
3
SFS
Shaker Financial Services
Virginia
-$1.88M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.37M
5
GC
Guggenheim Capital
Illinois
-$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
101
Cresset Asset Management
Illinois
$124K +$124K +10,000 New
CT
102
Colonial Trust
South Carolina
$109K – – –
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$101K +$10.4K +836 +12%
WA
104
WPG Advisers
Maryland
$89.1K -$23.6K -1,907 -21%
US Bancorp
105
US Bancorp
Minnesota
$74.7K – – –
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$49K +$12.4K +998 +34%
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 +$32.2K +2,600 New
PB
111
Pinnacle Bancorp
Nebraska
$31.4K +$31.4K +2,536 New
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 +$22.3K +1,800 New
AAS
115
Ameritas Advisory Services
Nebraska
$21.4K +$21.4K +1,726 New
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 +$298 +24 +2%
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 +$198 +16 +2%
HI
125
Harbour Investments
Wisconsin
$8K +$136 +11 +2%
2 3 4
5
6