Morgan Stanley India InvestIIF
13F holders, Q4 2024 (December 31)54holders +1
3new positions
2sold out
$25.28avg. 13F price*
At the end of Q4 2024, 54 institutions reported holding Morgan Stanley India Invest (IIF) in their 13F filings, up 1 from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were Saba Capital Management, L.P. ($18.7M), Lazard Asset Management LLC ($16.0M) and Allspring Global Investments Holdings, LLC ($8.2M).
- Company
- Morgan Stanley India Invest
- CUSIP
- 61745C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $480K |
| Exits | 2 | $5.5M |
All 13F filers, Q3 2024 → Q4 2024: 203,184 shares bought and 668,505 shares sold, net −465,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Saba Capital Management, L.P. | 0.47% | Add +9.7% | 741,531 | $18.7M |
| Lazard Asset Management LLC | 0.03% | Reduce -1.6% | 631,882 | $16.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -20.9% | 324,393 | $8.2M |
| Bulldog Investors, LLP | 1.91% | Add +42.5% | 287,644 | $7.3M |
| Karpus Management, Inc. | 0.20% | Reduce -13.0% | 272,037 | $6.9M |
| UBS Group AG | 0.00% | Add +4.2% | 141,456 | $3.6M |
| Letko, Brosseau & Associates Inc. | 0.06% | Reduce -40.5% | 114,500 | $2.9M |
| Morgan Stanley | 0.00% | Add +2.1% | 111,797 | $2.8M |
| Bank of America Corp. | 0.00% | Add +3.8% | 110,250 | $2.8M |
| Almitas Capital LLC | 0.48% | No change | 86,320 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +11.9% | 73,289 | $1.9M |
| City of London Investment Management Co. Ltd. | 0.15% | Reduce -76.0% | 58,476 | $1.5M |
| STRS Ohio | 0.01% | No change | 54,716 | $1.4M |
| Quantedge Capital Pte Ltd | 0.50% | Add +0.6% | 53,804 | $1.4M |
| 1607 Capital Partners, LLC | 0.09% | Reduce -59.6% | 44,771 | $1.1M |
| Matisse Capital | 0.49% | No change | 37,950 | $959K |
| CSS LLC | 0.16% | No change | 33,780 | $854K |
| Bank of Montreal | 0.00% | Reduce -2.9% | 23,660 | $598K |
| Walleye Capital LLC | 0.01% | Reduce -7.1% | 22,523 | $569K |
| Royal Bank of Canada | 0.00% | Add +26.1% | 22,218 | $561K |
| GP Brinson Investments LLC | 0.19% | No change | 18,000 | $455K |
| Wolverine Asset Management LLC | 0.03% | New | 16,593 | $419K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -2.6% | 12,785 | $323K |
| North Star Asset Management Inc. | 0.01% | Reduce -5.9% | 11,097 | $280K |
| HighTower Advisors, LLC | 0.00% | Add +32.8% | 10,929 | $276K |
| Gould Asset Management LLC | 0.06% | Reduce -2.9% | 10,564 | $267K |
| Jones Financial Companies LLLP | 0.00% | Add +30.4% | 10,000 | $253K |
| Maridea Wealth Management LLC | 0.07% | — | 8,949 | $226K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -63.7% | 8,679 | $219K |
| Sanctuary Advisors, LLC | 0.00% | Add +10.9% | 8,904 | $216K |
| MML Investors Services, LLC | 0.00% | No change | 8,394 | $212K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.5% | 8,290 | $209K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Add +30.6% | 7,683 | $194K |
| Ancora Advisors LLC | 0.00% | No change | 6,937 | $175K |
| Barclays PLC | 0.00% | No change | 4,000 | $122K |
| Elequin Capital, LP | 0.01% | New | 2,149 | $54K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,159 | $29K |
| Wells Fargo & Company | 0.00% | Reduce -58.6% | 884 | $22K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +1.9% | 576 | $15K |
| Allworth Financial LP | 0.00% | No change | 500 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.3% | 350 | $9K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -40.0% | 300 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $8K |
| US Bancorp \de | 0.00% | No change | 295 | $7K |
| BlackRock, Inc. | 0.00% | New | 250 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 207 | $5K |
| Bessemer Group Inc. | 0.00% | Reduce -10.5% | 205 | $5K |
| Trust Co. of Vermont | 0.00% | No change | 179 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 150 | $4K |
| National Bank of Canada | 0.00% | No change | 115 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 72 | $2K |
| Hara Capital LLC | 0.00% | Reduce -41.2% | 50 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 42 | $1K |
| Leonteq Securities AG | 0.00% | No change | 2 | $51 |
"% of holder's portfolio" is IIF's weight in each manager's 13F, not the share of Morgan Stanley India Invest the manager owns.