IIF

Morgan Stanley India Investment Fund
IIF

Overview Fund Activity

51 hedge funds and large institutions have $87.6M invested in Morgan Stanley India Investment Fund in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
+$4.1M
2
PCM
Penserra Capital Management
California
+$3.2M
3
ECM
Evergreen Capital Management
Washington
+$2.5M
4
UBS Group
UBS Group
Switzerland
+$538K
5
AC
Almitas Capital
California
+$449K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$1.48M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.44M
3
Bank of America
Bank of America
North Carolina
-$1.2M
4
Lazard Asset Management
Lazard Asset Management
New York
-$1.08M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$350K
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gould Asset Management
California
$258K – – –
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$227K -$350K -14,350 -61%
MWM
28
Maridea Wealth Management
New York
$226K +$7.42K +304 +3%
MML Investors Services
29
MML Investors Services
Massachusetts
$210K +$5.29K +217 +3%
WAM
30
Wolverine Asset Management
Illinois
$205K -$200K -8,193 -49%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$202K – – –
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$185K -$2.44K -100 -1%
AA
33
Ancora Advisors
Ohio
$169K – – –
Barclays
34
Barclays
United Kingdom
$98K – – –
Wells Fargo
35
Wells Fargo
California
$52.3K +$30.7K +1,260 +143%
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$17.2K +$3.17K +130 +23%
Osaic Holdings
37
Osaic Holdings
Arizona
$16.3K -$12K -490 -42%
AF
38
Allworth Financial
California
$13K – – –
EC
39
Elequin Capital
New York
$11.8K -$40.7K -1,667 -78%
SPIA
40
Steward Partners Investment Advisory
New York
$8.54K – – –
GIA
41
GHP Investment Advisors
Colorado
$7.32K – – –
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.32K – – –
BlackRock
43
BlackRock
New York
$6.1K – – –
US Bancorp
44
US Bancorp
Minnesota
$5.49K -$1.71K -70 -24%
TCOV
45
Trust Company of Vermont
Vermont
$4.37K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$3.66K – – –
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$2.8K – – –
HCM
48
Hollencrest Capital Management
California
$1.76K – – –
HC
49
Hara Capital
Washington
$1.22K -$1.22K -50 -50%
ZBNA
50
Zions Bancorporation, National Association
Utah
$1.22K +$1.22K +50 New
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2
3