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Virtus Dividend, Interest & Premium Strategy Fund

122 hedge funds and large institutions have $481M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $490M → $481M (-$8.55M)

5% less funds holding

Funds holding: 128122 (-6)

11% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 45

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
122
Holders Change
-6
Holders Change %
-4.69%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
40
Reduced
45
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.48M -$52.9K -4,006 -3%
NA
27
NewEdge Advisors
Louisiana
$1.33M +$7.27K +550 +0.5%
DADC
28
D.A. Davidson & Co
Montana
$1.21M +$43K +3,258 +4%
MWM
29
Modern Wealth Management
Kansas
$1.14M -$158K -11,951 -12%
CL
30
Choreo LLC
Illinois
$1.02M +$19.2K +1,453 +2%
OWA
31
Opal Wealth Advisors
New York
$935K -$5.14K -389 -0.5%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$912K -$5.48M -414,684 -85%
P
33
&Partners
Tennessee
$843K +$327K +24,780 +59%
MFG
34
Merit Financial Group
Georgia
$767K -$13.3K -1,008 -2%
SI
35
Stephens Inc
Arkansas
$744K +$67.4K +5,104 +9%
FAOAI
36
Fund Advisors of America Inc
Florida
$739K +$14.3K +1,084 +2%
BEI
37
Benjamin Edwards Inc
Missouri
$730K -$47.1K -3,562 -6%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$711K +$2.31K +175 +0.3%
BI
39
Beckerman Institutional
New Jersey
$699K -$5.47K -414 -0.7%
AO
40
Advisor OS
Illinois
$657K +$35.2K +2,667 +5%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$630K +$9.17K +694 +1%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$617K +$96.1K +7,276 +17%
IFG
43
Independent Financial Group
California
$591K +$13.1K +992 +2%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$588K -$7.35K -556 -1%
CEFA
45
Closed-End Fund Advisors
Virginia
$582K -$10.1K -763 -2%
AIS
46
Accredited Investor Services
Minnesota
$582K -$44K -3,329 -7%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$567K +$72.1K +5,457 +14%
WP
48
WealthShield Partners
North Carolina
$561K -$58.8K -4,452 -9%
UPS
49
UHLMANN PRICE SECURITIES
Illinois
$544K +$13.5K +1,023 +2%
PCM
50
Pointe Capital Management
Michigan
$537K