Who Owns NFJ?
Virtus Dividend, Interest & Premium Strategy Fund — Institutional Ownership & 13F Holdings
$13.95
-0.10 (-0.71%)
Market Cap
$1.3B
Shares Outstanding
94,801,600
Institutional Holders
122
Total Inst. Value
$512.6M
% of Float Held
—
QoQ Holder Change
+31
Institutional data as of Q1 2025
New Positions
27
Closed Positions
19
Increased
29
Decreased
42
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $133.5M | 11,005,823 |
| 2 | Saba Capital Management, L.P. | $92.6M | 7,636,989 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $88.2M | 7,269 |
| 4 | BANK OF AMERICA CORP /DE/ | $40.0M | 3,299,472 |
| 5 | Karpus Management, Inc. | $18.0M | 1,483,588 |
| 6 | Invesco Ltd. | $18.0M | 1,483,385 |
| 7 | Allspring Global Investments Holdings, LLC | $17.5M | 1,444,650 |
| 8 | Advisors Asset Management, Inc. | $15.6M | 1,289,509 |
| 9 | STIFEL FINANCIAL CORP | $13.5M | 1,117,042 |
| 10 | WELLS FARGO & COMPANY/MN | $13.5M | 1,111,806 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +2K | $88.2M |
| STIFEL FINANCIAL CORP | +17K | $13.5M |
| WELLS FARGO & COMPANY/MN | +431K | $13.5M |
| ROYAL BANK OF CANADA | +345K | $5.6M |
| Penserra Capital Management LLC | +5K | $4.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Saba Capital Management, L.P. | -529K | $92.6M |
| MORGAN STANLEY | -266K | $133.5M |
| RAYMOND JAMES FINANCIAL INC | -227K | $5.4M |
| BANK OF AMERICA CORP /DE/ | -216K | $40.0M |
| Advisors Asset Management, Inc. | -212K | $15.6M |
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Frequently Asked Questions
How many institutional investors hold NFJ?
As of Q1 2025, 122 institutional investors report holding NFJ (Virtus Dividend, Interest & Premium Strategy Fund) in their 13F filings.
Which hedge fund owns the most NFJ?
The largest institutional holder of NFJ is MORGAN STANLEY with $133.5M in shares.
Are institutions buying or selling NFJ?
This quarter, 27 institutions opened new positions in NFJ and 19 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.