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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$40.3K
EWA
102
EverSource Wealth Advisors
Alabama
$37.4K
BlackRock
103
BlackRock
New York
$36.6K
WAM
104
Wolverine Asset Management
Illinois
$34.4K
AAG
105
Accordant Advisory Group
Maryland
$32.8K
HI
106
Harbour Investments
Wisconsin
$32.6K
RMC
107
Resources Management Corp
Connecticut
$28K
TWC
108
TD Waterhouse Canada
Ontario, Canada
$23.1K
WTC
109
WhitTier Trust Company
Nevada
$20.8K
RFP
110
Root Financial Partners
California
$13.6K
TFGT
111
TS Financial Group (TSFG)
Illinois
$13K
CFD
112
Creative Financial Designs
Indiana
$11.3K
SWA
113
SOA Wealth Advisors
New York
$9.1K
JP Morgan Chase
114
JP Morgan Chase
New York
$8.39K
PB
115
Pinnacle Bancorp
Nebraska
$5.75K
AIM
116
Axiom Investment Management
New York
$5.28K
BG
117
Bollard Group
Massachusetts
$5K
FGA
118
Fortis Group Advisors
New Jersey
$3.15K
HWP
119
Highline Wealth Partners
California
$2.77K
KFI
120
Key Financial Inc
Pennsylvania
$2.47K
AA
121
Ancora Advisors
Ohio
$1.26K
TRCT
122
Tower Research Capital (TRC)
New York
$126
HNB
123
Huntington National Bank
Ohio
$17
Fidelity Investments
124
Fidelity Investments
Massachusetts
$13
KIM
125
Karpus Investment Management
New York