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IIF

Morgan Stanley India Investment Fund

47 hedge funds and large institutions have $101M invested in Morgan Stanley India Investment Fund in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% more ownership

Funds ownership: 41.56%41.97% (+0.42%)

4% less capital invested

Capital invested by funds: $105M → $101M (-$4.19M)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

2% less funds holding

Funds holding: 4847 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Maridea Wealth Management
New York
$269K +$5.21K +195 +2%
NSAM
27
North Star Asset Management
Wisconsin
$257K -$1.39K -52 -0.5%
EPW
28
Evolve Private Wealth
California
$247K +$245K +9,171 New
Bank of America
29
Bank of America
North Carolina
$223K -$112K -4,178 -32%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$223K -$226K -8,454 -49%
SWM
31
SeaCrest Wealth Management
New York
$218K +$24K +900 +12%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$215K +$229K +8,588 New
AA
33
Ancora Advisors
Ohio
$173K
AF
34
Allworth Financial
California
$112K -$16K -600 -12%
Osaic Holdings
35
Osaic Holdings
Arizona
$77.7K -$15.5K -579 -16%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$54.7K -$2.67K -100 -4%
Wells Fargo
37
Wells Fargo
California
$53.2K +$641 +24 +1%
AAP
38
Arax Advisory Partners
Colorado
$41K +$27 +1 +0.1%
SPIA
39
Steward Partners Investment Advisory
New York
$33.7K
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$9.77K
GIA
41
GHP Investment Advisors
Colorado
$7.49K
BlackRock
42
BlackRock
New York
$6.25K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$4.9K
TCOV
44
Trust Company of Vermont
Vermont
$4.47K
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$2.87K
HCM
46
Hollencrest Capital Management
California
$1.8K
SWA
47
SOA Wealth Advisors
New York
$1.05K
Jane Street
48
Jane Street
New York
-$312K -11,852 Closed
CL
49
CSS LLC
Illinois
-$245K -9,290 Closed
QC
50
Quantedge Capital
Singapore
-$244K -9,254 Closed

IIF Hedge Fund Activity: Q4 2025 in Review

47 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q4 2025, worth a combined $101M — down 4% from $105M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IIF and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 11 added.

The largest buyer was City of London Investment Management, adding an estimated $4.37M. The largest seller was Bulldog Investors, cutting an estimated $2.28M.

  • 47 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q4 2025, down from 48 in Q3 2025.
  • Funds reported $101M of Morgan Stanley India Investment Fund stock for Q4 2025, down 4% quarter-over-quarter.
  • 6 funds opened new Morgan Stanley India Investment Fund positions in Q4 2025 and 7 closed out, a net change of -1 holder.
  • The largest Morgan Stanley India Investment Fund buyer in Q4 2025 was City of London Investment Management, an estimated $4.37M added.
  • The largest Morgan Stanley India Investment Fund seller in Q4 2025 was Bulldog Investors, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2025.