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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
SCM
1
Saba Capital Management
New York
$18.3M +$230K +9,530 +1%
Lazard Asset Management
2
Lazard Asset Management
New York
$14.3M -$1.07M -44,215 -7%
BI
3
Bulldog Investors
New Jersey
$6.97M -$43.8K -1,815 -0.6%
KIM
4
Karpus Investment Management
New York
$6.57M -$61.5K -2,549 -0.9%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$6.48M -$1.42M -58,865 -18%
Ohio Public Employees Retirement System (OPERS)
6
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.1M +$4.05M +167,943 New
UBS Group
7
UBS Group
Switzerland
$3.99M +$533K +22,075 +16%
PCM
8
Penserra Capital Management
California
$3.2M +$3.17M +131,339 New
Morgan Stanley
9
Morgan Stanley
New York
$2.96M +$236K +9,767 +9%
LBA
10
Letko, Brosseau & Associates
Quebec, Canada
$2.77M -$27.1K -1,125 -1%
AC
11
Almitas Capital
California
$2.55M +$445K +18,424 +21%
ECM
12
Evergreen Capital Management
Washington
$2.5M +$2.47M +102,447 New
Stifel Financial
13
Stifel Financial
Missouri
$2.09M +$295K +12,212 +17%
Bank of America
14
Bank of America
North Carolina
$1.49M -$1.19M -49,332 -45%
SO
15
STRS Ohio
Ohio
$1.33M
QC
16
Quantedge Capital
Singapore
$1.04M -$273K -11,300 -21%
MC
17
Matisse Capital
Oregon
$926K
1CP
18
1607 Capital Partners
Virginia
$835K -$254K -10,535 -24%
CL
19
CSS LLC
Illinois
$699K -$124K -5,135 -15%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$696K +$153K +6,320 +28%
GBI
21
GP Brinson Investments
Illinois
$439K
Walleye Capital
22
Walleye Capital
New York
$362K -$185K -7,672 -34%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$359K +$114K +4,707 +47%
SIC
24
Samalin Investment Counsel
New York
$342K +$29.8K +1,237 +10%
NSAM
25
North Star Asset Management
Wisconsin
$266K -$4.54K -188 -2%

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.