Who Owns Virtus Dividend, Interest & Premium Strategy Fund (NFJ)?Hedge Fund & Institutional Holders

$12.70+0.04 (+0.32%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.1137086000410003e+185T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$10.60$11.41$12.22$13.03$13.84Jul 24Jun 25Mar 26

NFJ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Allspring Global Investments Holdings, LLCNew Position+1.7M+$21.3M
Focus Partners WealthNew Position+981K+$12.0M
Penserra Capital Management LLCNew Position+542K+$6.0M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+282K+$3.6M
Shaker Financial Services, LLCNew Position+222K+$2.9M
Sanctuary Advisors, LLCNew Position+173K+$2.1M
EVOLVE PRIVATE WEALTH, LLCNew Position+173K+$2.0M
WOLVERINE ASSET MANAGEMENT LLCNew Position+109K+$1.4M
D.A. DAVIDSON & CO.New Position+93K+$1.2M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+156K+$1.0M
Opal Wealth Advisors, LLCNew Position+75K+$960K
Merit Financial Group, LLCNew Position+62K+$797K
BENJAMIN EDWARDS INCNew Position+61K+$792K
Beckerman Institutional, LLCNew Position+56K+$719K
STEPHENS INC /AR/New Position+54K+$694K

NFJ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-139K-$142.7B
BANK OF AMERICA CORP /DE/Decreased-470K-$44.0B
Invesco Ltd.Decreased-212K-$19.4B
Advisors Asset Management, Inc.Decreased-137K-$17.2B
Pathstone Holdings, LLCDecreased-733K-$15.9B
Kovitz Investment Group Partners, LLCClosed Position-1.0M-$13.6B
Karpus Management, Inc.Closed Position-872K-$11.3B
GUGGENHEIM CAPITAL LLCDecreased-146-$7.9B
WELLS FARGO & COMPANY/MNDecreased-29K-$5.4B
UBS Group AGDecreased-63K-$4.9B
Creative PlanningDecreased-7K-$2.6B
OSAIC HOLDINGS, INC.Decreased-2K-$2.4B
Polar Asset Management Partners Inc.Closed Position-181K-$2.4B
NWF Advisory Services Inc.Decreased-154K-$2.1B
Integrated Wealth Concepts LLCDecreased-7K-$1.8B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Saba Capital Management, L.P.8,640,031$111.4M3.31%Share
2MORGAN STANLEY6,700,142$86.0M0.01%Share
3MORGAN STANLEY3,203,587$41.0M0.00%Share
4BANK OF AMERICA CORP /DE/2,901,001$37.0M0.00%Share
5Allspring Global Investments Holdings, LLC1,651,888$21.3M0.03%Share
6Invesco Ltd.1,270,438$16.4M0.00%Share
7STIFEL FINANCIAL CORP1,289,025$16.0M0.01%Share
8Advisors Asset Management, Inc.1,190,070$15.0M0.25%Share
9Focus Partners Wealth980,837$12.0M0.01%Share
10MORGAN STANLEY928,383$11.0M0.00%Share
11LPL Financial LLC735,756$9.0M0.00%Share
12GUGGENHEIM CAPITAL LLC607,745$7.0M0.05%Share
13ROYAL BANK OF CANADA517,714$6.0M0.00%Share
14Pathstone Holdings, LLC485,815$6.0M0.02%Share
15Penserra Capital Management LLC541,612$6.0M0.07%Share
16CAPSTONE INVESTMENT ADVISORS, LLC526,672$6.0M0.01%Share
17RAYMOND JAMES FINANCIAL INC340,794$4.0M0.00%Share
18BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC282,305$3.6M0.53%Share
19UBS Group AG251,296$3.2M0.00%Share
20WELLS FARGO & COMPANY/MN247,656$3.0M0.00%Share
21Shaker Financial Services, LLC221,869$2.9M0.91%Share
22PREVAIL INNOVATIVE WEALTH ADVISORS, LLC211,538$2.7M0.49%Share
23Creative Planning195,498$2.0M0.00%Share
24EVOLVE PRIVATE WEALTH, LLC173,050$2.0M0.12%Share
25OSAIC HOLDINGS, INC.184,724$2.0M0.00%Share
26WOLVERINE ASSET MANAGEMENT LLC108,877$1.4M0.01%Share
27Modern Wealth Management, LLC100,829$1.3M0.02%Share
28D.A. DAVIDSON & CO.92,782$1.2M0.01%Share
29CHOREO, LLC79,251$1.0M0.01%Share
30Kestra Advisory Services, LLC121,725$1.0M0.00%Share
31NewEdge Advisors, LLC104,722$1.0M0.00%Share
32WELLS FARGO & COMPANY/MN142,475$1.0M0.00%Share
33Integrated Wealth Concepts LLC132,359$1.0M0.01%Share
34THRIVENT FINANCIAL FOR LUTHERANS90,539$1.0M0.00%Share
35Opal Wealth Advisors, LLC74,520$960K0.25%Share
36UBS Group AG61,953$798K0.00%Share
37Merit Financial Group, LLC61,845$797K0.01%Share
38BENJAMIN EDWARDS INC61,480$792K0.01%Share
39Beckerman Institutional, LLC55,843$719K0.40%Share
40STEPHENS INC /AR/53,864$694K0.01%Share
41ACCREDITED INVESTOR SERVICES, LLC49,472$637K0.42%Share
42WealthShield Partners, LLC48,901$630K0.07%Share
43WEALTH ENHANCEMENT ADVISORY SERVICES, LLC46,771$617K0.00%Share
44Closed-End Fund Advisors, Inc.46,947$605K0.36%Share
45Pointe Capital Management LLC42,556$548K0.27%Share
46UHLMANN PRICE SECURITIES, LLC42,151$543K0.32%Share
47SEVEN MILE ADVISORY41,411$533K0.09%Share
48Ionic Capital Management LLC40,000$515K0.07%Share
49SAX WEALTH ADVISORS, LLC36,035$464K0.02%Share
50Sanctuary Advisors, LLC35,834$444K0.00%Share

NFJ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025125$461.9M+48
Q3 202577$453.6B-41
Q2 2025118$332.0B-4
Q1 2025122$479.2B+8
Q4 2024114$5.5T+21
Q3 202493$397.1T-2
Q2 202495$357.1T+3
Q1 202492$356.6T—

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As of Q4 2025, 50 institutional investors hold NFJ (Virtus Dividend, Interest & Premium Strategy Fund). The largest holder is Saba Capital Management, L.P. with $111.4M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own NFJ?

As of Q4 2025, 50 institutional investors report holding NFJ (Virtus Dividend, Interest & Premium Strategy Fund) in their 13F filings.

Who is the largest institutional holder of NFJ?

The largest institutional holder of NFJ is Saba Capital Management, L.P. with $111.4M in shares.

Is institutional ownership of NFJ increasing or decreasing?

This quarter, 15 institutions opened new positions in NFJ and 3 closed their positions.