HighTower Advisors
IIF

HighTower Advisors’s Morgan Stanley India Investment Fund IIF Stock Holding History

HighTower Advisors’s Portfolio IIF Stock Details IIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,929
Closed -$276K – 3891
2024
Q4 		$276K Buy
10,929
+2,699
+33% +$75.1K ﹤0.01% 2947
2024
Q3 		$248K Buy
+8,230
New +$228K ﹤0.01% 2964
2023
Q4 		– Sell
-11,042
Closed -$242K – 3732
2023
Q3 		$242K Buy
11,042
+143
+1% +$3.18K ﹤0.01% 2763
2023
Q2 		$226K Buy
10,899
+683
+7% +$13.8K ﹤0.01% 2771
2023
Q1 		$197K Buy
+10,216
New +$205K ﹤0.01% 2765

Other funds holding IIF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

HighTower Advisors's IIF Position: Q1 2025 in Review

HighTower Advisors sold out of Morgan Stanley India Investment Fund (IIF) in Q1 2025, closing a stake of 10,929 shares — an estimated $276K sold.

HighTower Advisors first reported a position in IIF in Q1 2023 and held it in 5 quarters. The position peaked at $276K in Q4 2024. 52 funds tracked by Wall St. Rank hold IIF as of Q1 2025.

  • HighTower Advisors reported no remaining Morgan Stanley India Investment Fund position as of Q1 2025 after selling out during the quarter.
  • HighTower Advisors sold 10,929 Morgan Stanley India Investment Fund shares in Q1 2025, an estimated $276K.
  • HighTower Advisors first reported a position in Morgan Stanley India Investment Fund in Q1 2023 and held it in 5 quarters.
  • HighTower Advisors's Morgan Stanley India Investment Fund position peaked at $276K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2025.

Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.