NFJ

Virtus Dividend, Interest & Premium Strategy Fund

127 hedge funds and large institutions have $489M 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, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
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
WA
101
WPG Advisers
Maryland
$95K
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$74.8K
AF
103
Allworth Financial
California
$41.7K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$41K
EWA
105
EverSource Wealth Advisors
Alabama
$38.2K
AAG
106
Accordant Advisory Group
Maryland
$33.5K
TWC
107
TD Waterhouse Canada
Ontario, Canada
$23.1K
UCB
108
United Community Bank
South Carolina
$21.3K
WWA
109
Wealth Watch Advisors
Colorado
$19.1K
AAP
110
Arax Advisory Partners
Colorado
$16.8K
TFGT
111
TS Financial Group (TSFG)
Illinois
$13K
LFG
112
Larson Financial Group
Missouri
$12.9K
TSMHT
113
Thurston Springer Miller Herd & Titak
Indiana
$12.9K
CFD
114
Creative Financial Designs
Indiana
$11.6K
SWA
115
SOA Wealth Advisors
New York
$9.08K
JP Morgan Chase
116
JP Morgan Chase
New York
$8.6K
MA
117
Modus Advisors
Minnesota
$6.45K
PB
118
Pinnacle Bancorp
Nebraska
$5.88K
FFA
119
Farther Finance Advisors
California
$5.83K
AA
120
Ancora Advisors
Ohio
$4.86K
HWP
121
Highline Wealth Partners
California
$3.22K
FGA
122
Fortis Group Advisors
New Jersey
$3.22K
KFI
123
Key Financial Inc
Pennsylvania
$2.53K
HI
124
Harbour Investments
Wisconsin
$1.93K
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$1.12K