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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$525K +$157K +11,890 +40%
PAS
52
Park Avenue Securities
New York
$520K +$545K +41,275 New
ICM
53
Ionic Capital Management
New York
$504K
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$473K -$269K -20,348 -35%
SWA
55
Sax Wealth Advisors
New Jersey
$464K
DWM
56
Diversify Wealth Management
Utah
$452K +$426K +32,270 New
Mariner
57
Mariner
Kansas
$444K -$50.5K -3,822 -10%
AWE
58
Avidian Wealth Enterprises
Texas
$442K +$66.3K +5,019 +17%
SA
59
Sanctuary Advisors
Indiana
$365K
VVP
60
Venture Visionary Partners
Ohio
$353K
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$343K +$358K +27,121 +31,174%
JWM
62
Jupiter Wealth Management
Colorado
$312K +$283K +21,421 New
CMMS
63
Comprehensive Money Management Services
Florida
$308K -$7.93K -600 -2%
LFAS
64
Level Four Advisory Services
Texas
$295K +$5.56K +421 +2%
KA
65
Kovack Advisors
Florida
$272K +$27.9K +2,108 +11%
PAG
66
Private Advisor Group
New Jersey
$271K -$9.21K -697 -3%
NFG
67
Nations Financial Group
Iowa
$252K
PA
68
Procyon Advisors
Connecticut
$231K +$39.8K +3,011 +20%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$230K +$5.23K +396 +2%
MHS
70
M Holdings Securities
Oregon
$226K -$21.2K -1,604 -9%
PWPS
71
Pinnacle Wealth Planning Services
Ohio
$224K -$23.5K -1,778 -9%
ATS
72
Ashton Thomas Securities
New York
$220K
SWP
73
Stratos Wealth Partners
Ohio
$219K -$7.21K -546 -3%
MYIA
74
Mount Yale Investment Advisors
Colorado
$218K
VAS
75
Vestmark Advisory Solutions
Massachusetts
$218K