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IIF

Morgan Stanley India Investment Fund

52 hedge funds and large institutions have $87.5M 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 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.86% more ownership

Funds ownership: 34.59%36.44% (+1.9%)

2% more capital invested

Capital invested by funds: $86.1M → $87.5M (+$1.43M)

4% less funds holding

Funds holding: 5452 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
26
Gould Asset Management
California
$258K
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$227K -$346K -14,350 -61%
MWM
28
Maridea Wealth Management
New York
$226K +$7.34K +304 +3%
MML Investors Services
29
MML Investors Services
Massachusetts
$210K +$5.24K +217 +3%
WAM
30
Wolverine Asset Management
Illinois
$205K -$198K -8,193 -49%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$202K
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$185K -$2.41K -100 -1%
AA
33
Ancora Advisors
Ohio
$169K
Barclays
34
Barclays
United Kingdom
$97.6K
Wells Fargo
35
Wells Fargo
California
$52.3K +$30.4K +1,260 +143%
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$17.2K +$3.14K +130 +23%
Osaic Holdings
37
Osaic Holdings
Arizona
$16.3K -$11.8K -490 -42%
AF
38
Allworth Financial
California
$13K
EC
39
Elequin Capital
New York
$11.8K -$40.2K -1,667 -78%
SPIA
40
Steward Partners Investment Advisory
New York
$8.54K
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.32K
GIA
42
GHP Investment Advisors
Colorado
$7.32K
BlackRock
43
BlackRock
New York
$6.1K
US Bancorp
44
US Bancorp
Minnesota
$5.49K -$1.69K -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 -$1.21K -50 -50%
ZBNA
50
Zions Bancorporation, National Association
Utah
$1.22K +$1.21K +50 New

IIF Hedge Fund Activity: Q1 2025 in Review

52 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q1 2025, worth a combined $87.5M — up 1.7% from $86.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IIF and 4 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 12 added.

The largest buyer was Ohio Public Employees Retirement System (OPERS), opening a new position worth an estimated $4.05M. The largest seller was City of London Investment Management, exiting entirely with an estimated $1.48M sold.

  • 52 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q1 2025, down from 54 in Q4 2024.
  • Funds reported $87.5M of Morgan Stanley India Investment Fund stock for Q1 2025, up 1.7% quarter-over-quarter.
  • 4 funds opened new Morgan Stanley India Investment Fund positions in Q1 2025 and 6 closed out, a net change of -2 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q1 2025 was Ohio Public Employees Retirement System (OPERS), an estimated $4.05M added.
  • The largest Morgan Stanley India Investment Fund seller in Q1 2025 was City of London Investment Management, an estimated $1.48M sold.

Based on aggregated 13F filings for Q1 2025.