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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
EWA
101
EverSource Wealth Advisors
Alabama
$37.4K
BlackRock
102
BlackRock
New York
$36.6K +$38.4K +2,904 New
WAM
103
Wolverine Asset Management
Illinois
$34.4K -$1.4M -106,147 -97%
AAG
104
Accordant Advisory Group
Maryland
$32.8K
HI
105
Harbour Investments
Wisconsin
$32.6K +$32.2K +2,434 +1,623%
RMC
106
Resources Management Corp
Connecticut
$28K +$29.1K +2,200 New
TWC
107
TD Waterhouse Canada
Ontario, Canada
$23.1K
WTC
108
WhitTier Trust Company
Nevada
$20.8K +$21.6K +1,636 New
RFP
109
Root Financial Partners
California
$13.6K +$14.3K +1,082 New
TFGT
110
TS Financial Group (TSFG)
Illinois
$13K
CFD
111
Creative Financial Designs
Indiana
$11.3K
SWA
112
SOA Wealth Advisors
New York
$9.1K +$225 +17 +2%
JP Morgan Chase
113
JP Morgan Chase
New York
$8.39K +$132 +10 +1%
PB
114
Pinnacle Bancorp
Nebraska
$5.75K
AIM
115
Axiom Investment Management
New York
$5.28K +$5.54K +419 New
BG
116
Bollard Group
Massachusetts
$5K +$5.35K +405 New
FGA
117
Fortis Group Advisors
New Jersey
$3.15K
HWP
118
Highline Wealth Partners
California
$2.77K -$396 -30 -12%
KFI
119
Key Financial Inc
Pennsylvania
$2.47K
AA
120
Ancora Advisors
Ohio
$1.26K -$3.66K -277 -73%
TRCT
121
Tower Research Capital (TRC)
New York
$126 -$185 -14 -58%
HNB
122
Huntington National Bank
Ohio
$17
Fidelity Investments
123
Fidelity Investments
Massachusetts
$13 -$185 -14 -93%
KIM
124
Karpus Investment Management
New York
-$5.32M -413,044 Closed
PIWA
125
Prevail Innovative Wealth Advisors
Kansas
-$2.73M -211,538 Closed