Morgan Stanley India InvestIIF
13F holders, Q1 2025 (March 31)52holders −2
3new positions
6sold out
$24.39avg. 13F price*
At the end of Q1 2025, 52 institutions reported holding Morgan Stanley India Invest (IIF) in their 13F filings, down 2 from Q4 2024. 3 opened new positions and 6 sold out. The largest holders were Saba Capital Management, L.P. ($18.3M), Lazard Asset Management LLC ($14.3M) and Bulldog Investors, LLP ($7.0M).
- Company
- Morgan Stanley India Invest
- CUSIP
- 61745C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $9.8M |
| Exits | 6 | $2.2M |
All 13F filers, Q4 2024 → Q1 2025: 487,912 shares bought and 305,001 shares sold, net +182,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Saba Capital Management, L.P. | 0.51% | Add +1.3% | 751,061 | $18.3M |
| Lazard Asset Management LLC | 0.02% | Reduce -7.0% | 587,667 | $14.3M |
| Bulldog Investors, LLP | 1.89% | Reduce -0.6% | 285,829 | $7.0M |
| Karpus Management, Inc. | 0.21% | Reduce -0.9% | 269,488 | $6.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -18.1% | 265,528 | $6.5M |
| Public Employees Retirement System of Ohio | 0.01% | New | 167,943 | $4.1M |
| UBS Group AG | 0.00% | Add +15.6% | 163,531 | $4.0M |
| Penserra Capital Management LLC | 0.06% | New | 131,339 | $3.2M |
| Morgan Stanley | 0.00% | Add +8.7% | 121,564 | $3.0M |
| Letko, Brosseau & Associates Inc. | 0.06% | Reduce -1.0% | 113,375 | $2.8M |
| Almitas Capital LLC | 0.85% | Add +21.3% | 104,744 | $2.6M |
| Evergreen Capital Management LLC | 0.08% | New | 102,447 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +16.7% | 85,501 | $2.1M |
| Bank of America Corp. | 0.00% | Reduce -44.8% | 60,918 | $1.5M |
| STRS Ohio | 0.01% | No change | 54,716 | $1.3M |
| Quantedge Capital Pte Ltd | 0.33% | Reduce -21.0% | 42,504 | $1.0M |
| Matisse Capital | 0.49% | No change | 37,950 | $926K |
| 1607 Capital Partners, LLC | 0.07% | Reduce -23.5% | 34,236 | $835K |
| CSS LLC | 0.14% | Reduce -15.2% | 28,645 | $699K |
| Royal Bank of Canada | 0.00% | Add +28.4% | 28,538 | $696K |
| GP Brinson Investments LLC | 0.19% | No change | 18,000 | $439K |
| Walleye Capital LLC | 0.00% | Reduce -34.1% | 14,851 | $362K |
| Jones Financial Companies LLLP | 0.00% | Add +47.1% | 14,707 | $359K |
| Samalin Investment Counsel, LLC | 0.14% | Add +9.7% | 14,022 | $342K |
| North Star Asset Management Inc. | 0.01% | Reduce -1.7% | 10,909 | $266K |
| Gould Asset Management LLC | 0.05% | No change | 10,564 | $258K |
| Bank of Montreal | 0.00% | Reduce -60.6% | 9,310 | $227K |
| Maridea Wealth Management LLC | 0.07% | Add +3.4% | 9,253 | $226K |
| MML Investors Services, LLC | 0.00% | Add +2.6% | 8,611 | $210K |
| Wolverine Asset Management LLC | 0.02% | Reduce -49.4% | 8,400 | $205K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,290 | $202K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Reduce -1.3% | 7,583 | $185K |
| Ancora Advisors LLC | 0.00% | No change | 6,937 | $169K |
| Barclays PLC | 0.00% | No change | 4,000 | $98K |
| Wells Fargo & Company | 0.00% | Add +142.5% | 2,144 | $52K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | Add +22.6% | 706 | $17K |
| Osaic Holdings, Inc. | 0.00% | Reduce -42.3% | 669 | $16K |
| Allworth Financial LP | 0.00% | No change | 500 | $13K |
| Elequin Capital, LP | 0.00% | Reduce -77.6% | 482 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 350 | $9K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 300 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $7K |
| BlackRock, Inc. | 0.00% | No change | 250 | $6K |
| US Bancorp \de | 0.00% | Reduce -23.7% | 225 | $5K |
| Trust Co. of Vermont | 0.00% | No change | 179 | $4K |
| 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% | No change | 50 | $1K |
| Zions Bancorporation, National Association | 0.00% | — | 50 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 42 | $1K |
| Leonteq Securities AG | 0.00% | No change | 2 | $49 |
"% of holder's portfolio" is IIF's weight in each manager's 13F, not the share of Morgan Stanley India Invest the manager owns.