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
CT
101
Colonial Trust
South Carolina
$113K
WA
102
WPG Advisers
Maryland
$95K
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$74.8K
AF
104
Allworth Financial
California
$41.7K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$41K
EWA
106
EverSource Wealth Advisors
Alabama
$38.2K
AAG
107
Accordant Advisory Group
Maryland
$33.5K
TWC
108
TD Waterhouse Canada
Ontario, Canada
$23.1K
UCB
109
United Community Bank
South Carolina
$21.3K
WWA
110
Wealth Watch Advisors
Colorado
$19.1K
AAP
111
Arax Advisory Partners
Colorado
$16.8K
TFGT
112
TS Financial Group (TSFG)
Illinois
$13K
LFG
113
Larson Financial Group
Missouri
$12.9K
TSMHT
114
Thurston Springer Miller Herd & Titak
Indiana
$12.9K
CFD
115
Creative Financial Designs
Indiana
$11.6K
SWA
116
SOA Wealth Advisors
New York
$9.08K
JP Morgan Chase
117
JP Morgan Chase
New York
$8.6K
MA
118
Modus Advisors
Minnesota
$6.45K
PB
119
Pinnacle Bancorp
Nebraska
$5.88K
FFA
120
Farther Finance Advisors
California
$5.83K
AA
121
Ancora Advisors
Ohio
$4.86K
HWP
122
Highline Wealth Partners
California
$3.22K
FGA
123
Fortis Group Advisors
New Jersey
$3.22K
KFI
124
Key Financial Inc
Pennsylvania
$2.53K
HI
125
Harbour Investments
Wisconsin
$1.93K