Morgan Stanley India InvestIIF
13F holders, Q3 2025 (September 30)48holders +2
7new positions
5sold out
1famous investor
$26.35avg. 13F price*
At the end of Q3 2025, 48 institutions reported holding Morgan Stanley India Invest (IIF) in their 13F filings, up 2 from Q2 2025. 7 opened new positions and 5 sold out. The largest holders were Saba Capital Management, L.P. ($26.8M), Lazard Asset Management LLC ($20.3M) and City of London Investment Management Co. Ltd. ($12.7M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Morgan Stanley India Invest
- CUSIP
- 61745C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.3M |
| Exits | 5 | $4.3M |
All 13F filers, Q2 2025 → Q3 2025: 568,639 shares bought and 409,369 shares sold, net +159,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Saba Capital Management, L.P. | 0.90% | No change | 1,016,952 | $26.8M |
| Lazard Asset Management LLC | 0.03% | Add +12.5% | 770,263 | $20.3M |
| City of London Investment Management Co. Ltd. | 0.94% | Add +366.1% | 482,174 | $12.7M |
| Bulldog Investors, LLP | 1.41% | Reduce -22.9% | 229,537 | $6.0M |
| Public Employees Retirement System of Ohio | 0.02% | Add +8.4% | 199,507 | $5.3M |
| Karpus Management, Inc. | 0.15% | Reduce -21.4% | 175,552 | $4.6M |
| Morgan Stanley | 0.00% | Add +3.4% | 171,223 | $4.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -17.5% | 165,444 | $4.4M |
| UBS Group AG | 0.00% | Add +3.9% | 164,089 | $4.3M |
| Evergreen Capital Management LLC | 0.07% | Add +2.3% | 114,771 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +1.8% | 87,536 | $2.3M |
| Verition Fund Management LLC | 0.01% | Add +14.4% | 80,643 | $2.1M |
| STRS Ohio | 0.01% | No change | 54,716 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +19.5% | 31,468 | $829K |
| Jones Financial Companies LLLP | 0.00% | Add +1.2% | 24,728 | $655K |
| GP Brinson Investments LLC | 0.19% | No change | 18,000 | $474K |
| Susquehanna International Group, LLP | 0.00% | New | 17,377 | $458K |
| Bank of America Corp. | 0.00% | Reduce -8.9% | 13,118 | $346K |
| Samalin Investment Counsel, LLC | 0.12% | Reduce -7.1% | 13,023 | $343K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Add +20.6% | 12,698 | $335K |
| Jane Street Group, LLC | 0.00% | New | 11,852 | $312K |
| 1607 Capital Partners, LLC | 0.02% | Reduce -17.5% | 11,706 | $308K |
| Maridea Wealth Management LLC | 0.04% | Add +13.4% | 10,561 | $290K |
| Gould Asset Management LLC | 0.05% | Add +3.6% | 10,854 | $286K |
| Calamos Advisors LLC | 0.00% | Add +21.8% | 10,804 | $285K |
| North Star Asset Management Inc. | 0.01% | Reduce -4.6% | 10,339 | $272K |
| CSS LLC | 0.04% | Reduce -19.2% | 9,290 | $245K |
| Quantedge Capital Pte Ltd | 0.13% | Reduce -56.7% | 9,254 | $244K |
| Millennium Management | 0.00% | New | 8,721 | $230K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 7,800 | $208K |
| Ancora Advisors LLC | 0.00% | No change | 6,937 | $183K |
| Allworth Financial LP | 0.00% | Add +3.9% | 5,090 | $134K |
| Barclays PLC | 0.00% | No change | 4,000 | $105K |
| Osaic Holdings, Inc. | 0.00% | Add +81.5% | 3,689 | $97K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -35.3% | 2,290 | $60K |
| Wells Fargo & Company | 0.00% | Reduce -97.6% | 2,105 | $55K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,035 | $54K |
| Arax Advisory Partners | 0.00% | New | 1,640 | $43K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,350 | $36K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Reduce -44.6% | 391 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 300 | $8K |
| BlackRock, Inc. | 0.00% | No change | 250 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -20.0% | 196 | $5K |
| 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 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 45 | $1K |
| 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.