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
AF
101
Allworth Financial
California
$41.7K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$41K
EWA
103
EverSource Wealth Advisors
Alabama
$38.2K
AAG
104
Accordant Advisory Group
Maryland
$33.5K
TWC
105
TD Waterhouse Canada
Ontario, Canada
$23.1K
UCB
106
United Community Bank
South Carolina
$21.3K
WWA
107
Wealth Watch Advisors
Colorado
$19.1K
AAP
108
Arax Advisory Partners
Colorado
$16.8K
TFGT
109
TS Financial Group (TSFG)
Illinois
$13K
LFG
110
Larson Financial Group
Missouri
$12.9K
TSMHT
111
Thurston Springer Miller Herd & Titak
Indiana
$12.9K
CFD
112
Creative Financial Designs
Indiana
$11.6K
SWA
113
SOA Wealth Advisors
New York
$9.08K
JP Morgan Chase
114
JP Morgan Chase
New York
$8.6K
MA
115
Modus Advisors
Minnesota
$6.45K
PB
116
Pinnacle Bancorp
Nebraska
$5.88K
FFA
117
Farther Finance Advisors
California
$5.83K
AA
118
Ancora Advisors
Ohio
$4.86K
HWP
119
Highline Wealth Partners
California
$3.22K
FGA
120
Fortis Group Advisors
New Jersey
$3.22K
KFI
121
Key Financial Inc
Pennsylvania
$2.53K
HI
122
Harbour Investments
Wisconsin
$1.93K
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$1.12K
TRCT
124
Tower Research Capital (TRC)
New York
$309
Fidelity Investments
125
Fidelity Investments
Massachusetts
$193