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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
CWAF
76
Core Wealth Advisors (Florida)
Florida
$217K +$227K +17,203 New
OAM
77
Occidental Asset Management
California
$212K -$595 -45 -0.3%
CIA
78
Capital Investment Advisors
Georgia
$207K -$9.98K -755 -4%
IAIM
79
International Assets Investment Management
Florida
$207K
HighTower Advisors
80
HighTower Advisors
Illinois
$197K +$30.2K +2,288 +17%
DC
81
Davenport & Co
Virginia
$195K -$39.6K -3,000 -16%
SPIA
82
Steward Partners Investment Advisory
New York
$186K +$17.5K +1,321 +10%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$184K -$20.8K -1,577 -10%
CB
84
Commerce Bank
Missouri
$177K
AW
85
Alteri Wealth
California
$175K
VCWA
86
Vanguard Capital Wealth Advisors
Colorado
$163K +$3.9K +295 +2%
CP
87
Camelot Portfolios
Ohio
$161K -$8.55K -647 -5%
CSP
88
Cary Street Partners
Virginia
$159K
EH
89
Equitable Holdings
New York
$152K +$19K +1,441 +14%
BWG
90
Berry Wealth Group
Texas
$151K +$3.28K +248 +2%
WS
91
Wedbush Securities
California
$133K +$1.16K +88 +0.8%
FFA
92
Farther Finance Advisors
California
$131K +$129K +9,734 +2,154%
BFG
93
Berger Financial Group
Minnesota
$126K +$132K +10,023 New
CCG
94
Chatham Capital Group
Georgia
$126K
CT
95
Colonial Trust
South Carolina
$114K
WA
96
WPG Advisers
Maryland
$97.8K +$5.05K +382 +5%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$90.2K -$43.2K -3,270 -31%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$71.8K -$1.49K -113 -2%
AF
99
Allworth Financial
California
$41.5K +$727 +55 +2%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$40.3K +$185 +14 +0.4%