Morgan Stanley India InvestIIF
13F holders, Q4 2025 (December 31)47holders −1
4new positions
7sold out
$25.05avg. 13F price*
At the end of Q4 2025, 47 institutions reported holding Morgan Stanley India Invest (IIF) in their 13F filings, down 1 from Q3 2025. 4 opened new positions and 7 sold out. The largest holders were Saba Capital Management, L.P. ($24.7M), Lazard Asset Management LLC ($19.3M) and City of London Investment Management Co. Ltd. ($16.1M).
- Company
- Morgan Stanley India Invest
- CUSIP
- 61745C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.5M |
| Exits | 7 | $1.2M |
All 13F filers, Q3 2025 → Q4 2025: 257,416 shares bought and 255,207 shares sold, net +2,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Saba Capital Management, L.P. | 0.84% | Reduce -2.8% | 988,924 | $24.7M |
| Lazard Asset Management LLC | 0.03% | Add +0.3% | 772,654 | $19.3M |
| City of London Investment Management Co. Ltd. | 1.21% | Add +34.0% | 645,866 | $16.1M |
| Public Employees Retirement System of Ohio | 0.02% | No change | 199,507 | $5.0M |
| Morgan Stanley | 0.00% | Add +5.8% | 181,241 | $4.5M |
| Karpus Management, Inc. | 0.13% | Reduce -1.1% | 173,700 | $4.3M |
| UBS Group AG | 0.00% | Reduce -4.6% | 156,606 | $3.9M |
| Bulldog Investors, LLP | 0.81% | Reduce -37.2% | 144,096 | $3.6M |
| Evergreen Capital Management LLC | 0.07% | Add +5.7% | 121,279 | $3.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -42.8% | 94,672 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +8.1% | 94,630 | $2.4M |
| Verition Fund Management LLC | 0.01% | No change | 80,643 | $2.0M |
| STRS Ohio | 0.01% | No change | 54,716 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +8.6% | 34,188 | $854K |
| Altium Capital Management LLC | 2.88% | New | 29,210 | $730K |
| Pursuit Wealth Management LLC | 0.62% | — | 28,717 | $717K |
| Jones Financial Companies LLLP | 0.00% | Reduce -10.0% | 22,257 | $556K |
| GP Brinson Investments LLC | 0.19% | No change | 18,000 | $450K |
| Calamos Advisors LLC | 0.00% | Add +32.1% | 14,278 | $357K |
| Samalin Investment Counsel, LLC | 0.12% | No change | 13,023 | $325K |
| Blue Bell Private Wealth Management, LLC | 0.05% | No change | 12,698 | $317K |
| Cresset Asset Management, LLC | 0.00% | New | 11,251 | $303K |
| 1607 Capital Partners, LLC | 0.02% | No change | 11,706 | $292K |
| Cibc World Market Inc. | 0.00% | New | 11,350 | $284K |
| Gould Asset Management LLC | 0.05% | No change | 10,854 | $271K |
| Maridea Wealth Management LLC | 0.04% | Add +1.9% | 10,756 | $269K |
| North Star Asset Management Inc. | 0.01% | Reduce -0.5% | 10,287 | $257K |
| Evolve Private Wealth, LLC | 0.01% | — | 9,171 | $247K |
| Bank of America Corp. | 0.00% | Reduce -31.9% | 8,940 | $223K |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.6% | 8,923 | $223K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +11.5% | 8,700 | $218K |
| Commonwealth Equity Services, LLC | 0.00% | New | 8,588 | $215K |
| Ancora Advisors LLC | 0.00% | No change | 6,937 | $173K |
| Allworth Financial LP | 0.00% | Reduce -11.8% | 4,490 | $112K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.7% | 3,110 | $78K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.4% | 2,190 | $55K |
| Wells Fargo & Company | 0.00% | Add +1.1% | 2,129 | $53K |
| Arax Advisory Partners | 0.00% | Add +0.1% | 1,641 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,350 | $34K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | No change | 391 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 300 | $7K |
| BlackRock, Inc. | 0.00% | No change | 250 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 196 | $5K |
| Trust Co. of Vermont | 0.00% | No change | 179 | $4K |
| 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.