NFJ

Virtus Dividend, Interest & Premium Strategy Fund

121 hedge funds and large institutions have $501M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
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

Top Buyers

1 +$1.44M
2 +$1.28M
3 +$1.06M
4
Stifel Financial
Stifel Financial
Missouri
+$819K
5
Morgan Stanley
Morgan Stanley
New York
+$721K

Top Sellers

1 -$7.36M
2 -$2.49M
3 -$2.28M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.93M
5
PAS
Park Avenue Securities
New York
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Ameritas Advisory Services
Nebraska
$22.5K
UCB
102
United Community Bank
South Carolina
$21.5K
WWA
103
Wealth Watch Advisors
Colorado
$19.6K
FFWM
104
Future Financial Wealth Management
Ohio
$19.5K
TIM
105
Tortoise Investment Management
New York
$13.5K
LFG
106
Larson Financial Group
Missouri
$13K
TFGT
107
TS Financial Group (TSFG)
Illinois
$13K
CFD
108
Creative Financial Designs
Indiana
$11.7K
WANY
109
Wealthspire Advisors (New York)
New York
$9.76K
SWA
110
SOA Wealth Advisors
New York
$8.95K
JP Morgan Chase
111
JP Morgan Chase
New York
$8.68K
HI
112
Harbour Investments
Wisconsin
$8.55K
AF
113
Allworth Financial
California
$7.93K
GRP
114
Global Retirement Partners
California
$4.29K
HWP
115
Highline Wealth Partners
California
$3.9K
FGA
116
Fortis Group Advisors
New Jersey
$3.25K
KFI
117
Key Financial Inc
Pennsylvania
$2.55K
MFT
118
Moisand Fitzgerald Tamayo
Florida
$2.06K
AA
119
Ancora Advisors
Ohio
$1.3K
TRCT
120
Tower Research Capital (TRC)
New York
$390
AssetMark Inc
121
AssetMark Inc
California
$299
HNB
122
Huntington National Bank
Ohio
$17
WAM
123
Wolverine Asset Management
Illinois
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
GWM
125
Geneos Wealth Management
Colorado