NFJ

Virtus Dividend, Interest & Premium Strategy Fund

123 hedge funds and large institutions have $480M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
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
KAS
26
Kestra Advisory Services
Texas
$1.48M
DADC
27
D.A. Davidson & Co
Montana
$1.21M
MWM
28
Modern Wealth Management
Kansas
$1.14M
CL
29
Choreo LLC
Illinois
$1.02M
OWA
30
Opal Wealth Advisors
New York
$935K
Pathstone Holdings
31
Pathstone Holdings
New Jersey
$912K
P
32
&Partners
Tennessee
$843K
MFG
33
Merit Financial Group
Georgia
$767K
SI
34
Stephens Inc
Arkansas
$744K
FAOAI
35
Fund Advisors of America Inc
Florida
$739K
BEI
36
Benjamin Edwards Inc
Missouri
$730K
Baird Financial Group
37
Baird Financial Group
Wisconsin
$711K
BI
38
Beckerman Institutional
New Jersey
$699K
AO
39
Advisor OS
Illinois
$657K
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$630K
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$617K
IFG
42
Independent Financial Group
California
$591K
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$588K
CEFA
44
Closed-End Fund Advisors
Virginia
$582K
AIS
45
Accredited Investor Services
Minnesota
$582K
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$567K
WP
47
WealthShield Partners
North Carolina
$561K
UPS
48
UHLMANN PRICE SECURITIES
Illinois
$544K
PCM
49
Pointe Capital Management
Michigan
$537K
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$525K