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IIF

Morgan Stanley India Investment Fund

40 hedge funds and large institutions have $78.7M invested in Morgan Stanley India Investment Fund in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

2.01% less ownership

Funds ownership: 41.97%39.97% (-2%)

15% less funds holding

Funds holding: 4740 (-7)

22% less capital invested

Capital invested by funds: $101M → $78.7M (-$21.9M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
40
Holders Change
-7
Holders Change %
-14.89%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Maridea Wealth Management
New York
$231K +$11.1K +478 +4%
NSAM
27
North Star Asset Management
Wisconsin
$212K
AA
28
Ancora Advisors
Ohio
$143K
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$123K +$87.9K +3,770 +172%
AF
30
Allworth Financial
California
$92.4K
VNT
31
Vanguard National Trust
Pennsylvania
$65.2K +$73.8K +3,167 New
Osaic Holdings
32
Osaic Holdings
Arizona
$59.6K -$4.96K -213 -7%
Wells Fargo
33
Wells Fargo
California
$39.6K -$4.75K -204 -10%
SPIA
34
Steward Partners Investment Advisory
New York
$7.2K -$23.3K -1,000 -74%
BlackRock
35
BlackRock
New York
$5.14K
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$3.09K -$1.07K -46 -23%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$2.36K
GIA
38
GHP Investment Advisors
Colorado
$2.06K -$4.66K -200 -67%
HCM
39
Hollencrest Capital Management
California
$1.48K
SWA
40
SOA Wealth Advisors
New York
$864
BI
41
Bulldog Investors
New Jersey
-$3.6M -144,096 Closed
CIBC World Market
42
CIBC World Market
Ontario, Canada
-$284K -11,350 Closed
CAM
43
Cresset Asset Management
Illinois
-$303K -11,251 Closed
EPW
44
Evolve Private Wealth
California
-$247K -9,171 Closed
Bank of America
45
Bank of America
North Carolina
-$223K -8,940 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$223K -8,923 Closed
SWM
47
SeaCrest Wealth Management
New York
-$218K -8,700 Closed
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
-$215K -8,588 Closed
AAP
49
Arax Advisory Partners
Colorado
-$41K -1,641 Closed
TJHA
50
Thomas J. Herzfeld Advisors
Florida
-$9.77K -391 Closed

IIF Hedge Fund Activity: Q1 2026 in Review

40 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley India Investment Fund (IIF) for Q1 2026, worth a combined $78.7M — down 22% from $101M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IIF and 5 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 12 added.

The largest buyer was City of London Investment Management, adding an estimated $7.08M. The largest seller was Saba Capital Management, cutting an estimated $5.43M.

  • 40 institutional investors held Morgan Stanley India Investment Fund (IIF) as of Q1 2026, down from 47 in Q4 2025.
  • Funds reported $78.7M of Morgan Stanley India Investment Fund stock for Q1 2026, down 22% quarter-over-quarter.
  • 5 funds opened new Morgan Stanley India Investment Fund positions in Q1 2026 and 10 closed out, a net change of -5 holders.
  • The largest Morgan Stanley India Investment Fund buyer in Q1 2026 was City of London Investment Management, an estimated $7.08M added.
  • The largest Morgan Stanley India Investment Fund seller in Q1 2026 was Saba Capital Management, an estimated $5.43M sold.

Based on aggregated 13F filings for Q1 2026.