Virtus Dividend, Interest & Premium Strategy Fund
133 hedge funds and large institutions have $585M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2026 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 11 closing their positions.
109% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 11
41.45% more ownership
Funds ownership: 0% → 41.45% (+41%)
22% more capital invested
Capital invested by funds: $481M → $585M (+$104M)
9% more funds holding
Funds holding: 122 → 133 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
22% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$11.1M |
| 2 |
AO
Advisor OS
Chicago,
Illinois
|
+$1.65M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.43M |
| 4 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$1.34M |
| 5 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.53M |
| 2 |
Capstone Investment Advisors
New York
|
-$3.92M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.16M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.03M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.96M |
NFJ Hedge Fund Activity: Q2 2026 in Review
133 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Virtus Dividend, Interest & Premium Strategy Fund (NFJ) for Q2 2026, worth a combined $585M — up 22% from $481M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new NFJ positions and 11 closed out — a net gain of 12 holders — while 39 added to existing stakes and 50 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $11.1M. The largest seller was Morgan Stanley, cutting an estimated $4.53M.
- 133 institutional investors held Virtus Dividend, Interest & Premium Strategy Fund (NFJ) as of Q2 2026, up from 122 in Q1 2026.
- Funds reported $585M of Virtus Dividend, Interest & Premium Strategy Fund stock for Q2 2026, up 22% quarter-over-quarter.
- 23 funds opened new Virtus Dividend, Interest & Premium Strategy Fund positions in Q2 2026 and 11 closed out, a net change of +12 holders.
- The largest Virtus Dividend, Interest & Premium Strategy Fund buyer in Q2 2026 was Sit Investment Associates, an estimated $11.1M added.
- The largest Virtus Dividend, Interest & Premium Strategy Fund seller in Q2 2026 was Morgan Stanley, an estimated $4.53M sold.
Based on aggregated 13F filings for Q2 2026.