Morgan Stanley India InvestIIF
13F holders, Q2 2025 (June 30)46holders −6
5new positions
11sold out
$28.23avg. 13F price*
At the end of Q2 2025, 46 institutions reported holding Morgan Stanley India Invest (IIF) in their 13F filings, down 6 from Q1 2025. 5 opened new positions and 11 sold out. The largest holders were Saba Capital Management, L.P. ($28.7M), Lazard Asset Management LLC ($19.3M) and Bulldog Investors, LLP ($8.4M).
- Company
- Morgan Stanley India Invest
- CUSIP
- 61745C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.4M |
| Exits | 11 | $7.1M |
All 13F filers, Q1 2025 → Q2 2025: 744,277 shares bought and 518,368 shares sold, net +225,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Saba Capital Management, L.P. | 0.79% | Add +35.4% | 1,016,952 | $28.7M |
| Lazard Asset Management LLC | 0.03% | Add +16.5% | 684,428 | $19.3M |
| Bulldog Investors, LLP | 2.14% | Add +4.2% | 297,889 | $8.4M |
| Karpus Management, Inc. | 0.20% | Reduce -17.1% | 223,274 | $6.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -24.5% | 200,444 | $5.7M |
| Public Employees Retirement System of Ohio | 0.02% | Add +9.5% | 183,964 | $5.2M |
| Morgan Stanley | 0.00% | Add +36.3% | 165,630 | $4.7M |
| UBS Group AG | 0.00% | Reduce -3.4% | 157,972 | $4.5M |
| Penserra Capital Management LLC | 0.05% | Add +3.0% | 135,312 | $3.8M |
| Evergreen Capital Management LLC | 0.10% | Add +9.5% | 112,153 | $3.2M |
| City of London Investment Management Co. Ltd. | 0.27% | New | 103,442 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +3921.8% | 86,227 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 85,957 | $2.4M |
| Verition Fund Management LLC | 0.01% | New | 70,497 | $2.0M |
| STRS Ohio | 0.01% | No change | 54,716 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -7.7% | 26,337 | $743K |
| Jones Financial Companies LLLP | 0.00% | Add +66.1% | 24,425 | $693K |
| Quantedge Capital Pte Ltd | 0.55% | Reduce -49.8% | 21,354 | $603K |
| GP Brinson Investments LLC | 0.22% | No change | 18,000 | $508K |
| Bank of America Corp. | 0.00% | Reduce -76.3% | 14,406 | $407K |
| 1607 Capital Partners, LLC | 0.03% | Reduce -58.6% | 14,186 | $400K |
| Samalin Investment Counsel, LLC | 0.15% | No change | 14,022 | $396K |
| CSS LLC | 0.06% | Reduce -59.9% | 11,497 | $325K |
| North Star Asset Management Inc. | 0.01% | Reduce -0.6% | 10,839 | $306K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Add +38.9% | 10,530 | $297K |
| Gould Asset Management LLC | 0.06% | Reduce -0.8% | 10,474 | $296K |
| Maridea Wealth Management LLC | 0.07% | Add +0.7% | 9,314 | $263K |
| Calamos Advisors LLC | 0.00% | New | 8,874 | $251K |
| MML Investors Services, LLC | 0.00% | Reduce -1.2% | 8,510 | $240K |
| Commonwealth Equity Services, LLC | 0.00% | New | 7,223 | $204K |
| Ancora Advisors LLC | 0.00% | No change | 6,937 | $196K |
| Allworth Financial LP | 0.00% | Add +880.0% | 4,900 | $138K |
| Barclays PLC | 0.00% | No change | 4,000 | $113K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -57.3% | 3,540 | $100K |
| Osaic Holdings, Inc. | 0.00% | Add +203.7% | 2,032 | $57K |
| Raymond James Financial Inc. | 0.00% | New | 1,640 | $46K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +285.7% | 1,350 | $38K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | No change | 706 | $20K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 300 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $8K |
| BlackRock, Inc. | 0.00% | No change | 250 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +63.3% | 245 | $7K |
| Trust Co. of Vermont | 0.00% | No change | 179 | $5K |
| National Bank of Canada | 0.00% | No change | 115 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 72 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 42 | $1K |
"% of holder's portfolio" is IIF's weight in each manager's 13F, not the share of Morgan Stanley India Invest the manager owns.