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Morgan Stanley India Investment Fund (IIF) Institutional Ownership

Morgan Stanley India Investment Fund logo
$27.07 +0.28 (+1.03%)
Closing price 08/15/2025 03:55 PM Eastern
Extended Trading
$27.08 +0.01 (+0.03%)
As of 08/15/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Morgan Stanley India Investment Fund (NYSE:IIF)

Current
Institutional Ownership
Percentage
36.96%
Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$29.10M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$18.04M
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IIF Institutional Buying and Selling by Quarter

Morgan Stanley India Investment Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/16/2025 Evergreen Capital Management LLC112,153$3.17M0.1%+9.5%1.173%
8/15/2025 Lazard Asset Management LLC684,428$19.32M0.0%+16.5%7.159%
8/15/2025 Bank of America Corp DE14,406$407K0.0%-76.4%0.151%
8/14/2025 Raymond James Financial Inc.1,640$46K0.0%N/A0.017%
8/14/2025 Karpus Management Inc.223,274$6.30M0.2%-17.1%2.336%
8/14/2025 Quantedge Capital Pte Ltd21,354$603K0.6%-49.8%0.223%
8/12/2025 Steward Partners Investment Advisory LLC1,350$38K0.0%+285.7%0.014%
8/8/2025 City of London Investment Management Co. Ltd.103,442$2.92M0.3%N/A1.082%
8/8/2025 Calamos Advisors LLC8,874$251K0.0%N/A0.093%
8/8/2025 PNC Financial Services Group Inc.3,540$100K0.0%-57.3%0.037%
8/7/2025 Allworth Financial LP4,900$138K0.0%+880.0%0.051%
8/6/2025 Penserra Capital Management LLC135,312$3.82M0.1%+3.0%1.415%
7/25/2025 Allspring Global Investments Holdings LLC200,444$5.66M0.0%-24.5%2.096%
7/15/2025 Public Employees Retirement System of Ohio183,964$5.19M0.0%+9.5%1.924%
5/28/2025 Strs Ohio54,716$1.34M0.0%N/A0.572%
5/16/2025 Almitas Capital LLC104,744$2.56M0.8%+21.3%1.095%
5/16/2025 1607 Capital Partners LLC34,236$835K0.1%-23.5%0.358%
5/15/2025 Royal Bank of Canada28,538$696K0.0%+28.4%0.298%
5/15/2025 Evergreen Capital Management LLC102,447$2.50M0.1%N/A1.071%
5/14/2025 Samalin Investment Counsel LLC14,022$342K0.1%+9.7%0.147%
5/14/2025 Walleye Capital LLC14,851$362K0.0%-34.1%0.155%
5/12/2025 Wolverine Asset Management LLC8,400$205K0.0%-49.4%0.086%
5/8/2025 Letko Brosseau & Associates Inc.113,375$2.77M0.1%-1.0%1.158%
4/29/2025 Penserra Capital Management LLC131,339$3.20M0.1%N/A1.341%
4/24/2025 Allspring Global Investments Holdings LLC265,528$6.48M0.0%-18.1%2.712%
2/19/2025 North Star Asset Management Inc.11,097$280K0.0%-5.9%0.113%
2/18/2025 Elequin Capital LP2,149$54K0.0%N/A0.022%
2/17/2025 Saba Capital Management L.P.741,531$18.74M0.4%+9.7%7.574%
2/17/2025 Main Management LLC151,024$151K0.0%N/A1.543%
2/17/2025 Lazard Asset Management LLC631,882$15.97M0.0%-1.6%6.454%
2/17/2025 Letko Brosseau & Associates Inc.114,500$2.89M0.1%-40.5%1.170%
2/17/2025 Bulldog Investors LLP287,644$7.30M2.0%+42.5%2.938%
2/17/2025 Bank of America Corp DE110,250$2.79M0.0%+3.8%1.126%
2/14/2025 Stifel Financial Corp73,289$1.85M0.0%+11.9%0.749%
2/13/2025 1607 Capital Partners LLC44,771$1.13M0.1%-59.6%0.457%
2/13/2025 Walleye Capital LLC22,523$569K0.0%-7.1%0.230%
2/13/2025 Bank of Montreal Can23,660$598K0.0%-2.9%0.242%
2/12/2025 Landscape Capital Management L.L.C.8,679$219K0.0%-63.7%0.089%
2/12/2025 Maridea Wealth Management LLC8,949$226K0.1%N/A0.091%
2/7/2025 HighTower Advisors LLC10,929$276K0.0%+32.8%0.112%
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2/7/2025 Blue Bell Private Wealth Management LLC7,683$194K0.0%+30.6%0.078%
2/6/2025 Jones Financial Companies Lllp10,000$253K0.0%+30.4%0.102%
2/3/2025 Wolverine Asset Management LLC16,593$419K0.0%N/A0.169%
1/31/2025Sanctuary Advisors LLC8,904$216K0.0%+10.9%0.091%
1/29/2025 Allspring Global Investments Holdings LLC324,393$8.20M0.0%-20.9%3.313%
11/25/2024Sanctuary Advisors LLC8,032$224K0.0%N/A0.082%
11/15/2024 Public Employees Retirement System of Ohio167,943$5.05M0.0%N/A1.715%
11/15/2024 Stifel Financial Corp65,506$1.97M0.0%+5.5%0.669%
11/15/2024 HighTower Advisors LLC8,230$248K0.0%N/A0.084%
11/14/2024 Walleye Capital LLC24,242$729K0.0%-15.8%0.248%
11/9/2024 Landscape Capital Management L.L.C.23,907$719K0.1%-44.2%0.244%
10/19/2024 Allspring Global Investments Holdings LLC410,140$12.34M0.0%-22.1%4.189%
8/16/2024 Almitas Capital LLC114,751$3.07M1.3%+2.3%0.000%
8/15/2024 Logan Stone Capital LLC41,699$1.12M0.3%N/A0.000%
8/14/2024 Bank of Montreal Can29,560$791K0.0%+18.9%0.000%
8/9/2024 City of London Investment Management Co. Ltd.736,345$19.70M1.7%-23.1%0.000%
8/6/2024 North Star Asset Management Inc.11,793$315K0.0%-23.6%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC7,283$195K0.0%+23.3%0.000%
8/2/2024 Wolverine Asset Management LLC29,452$788K0.0%-10.1%0.000%
7/26/2024 Allspring Global Investments Holdings LLC526,548$14.09M0.0%+0.4%0.000%
7/25/2024 Calamos Advisors LLC13,878$371K0.0%+46.5%0.000%
5/15/2024 Lazard Asset Management LLC622,439$14.28M0.0%-12.3%0.000%
5/14/2024 Karpus Management Inc.318,486$7.31M0.2%+0.7%0.000%
5/10/2024 City of London Investment Management Co. Ltd.957,645$21.97M1.8%-7.2%0.000%
4/30/2024 Allspring Global Investments Holdings LLC524,548$12.03M0.0%-6.4%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC5,906$135K0.0%+11.6%0.000%
4/18/2024 Allspring Global Investments Holdings LLC524,548$12.03M0.0%-6.4%0.000%
2/13/2024 Karpus Management Inc.316,323$6.79M0.2%+2.5%2.891%
2/13/2024 Quantedge Capital Pte Ltd46,277$994K0.5%+6.7%0.423%
2/13/2024 Peapack Gladstone Financial Corp9,886$213K0.0%-27.5%0.090%
2/13/2024 1607 Capital Partners LLC139,406$2.99M0.2%+8.5%1.274%
2/12/2024 Letko Brosseau & Associates Inc.193,375$4.15M0.1%-10.1%1.768%
2/9/2024 City of London Investment Management Co. Ltd.1,032,364$22.17M1.8%-28.1%9.437%
2/8/2024 Matisse Capital37,950$815K0.4%N/A0.347%
2/1/2024 Wolverine Asset Management LLC10,613$228K0.0%-73.2%0.097%
2/1/2024 North Star Asset Management Inc.15,805$339K0.0%-3.0%0.144%
1/25/2024 Allspring Global Investments Holdings LLC560,548$12.04M0.0%-0.5%5.124%
1/25/2024 Blue Bell Private Wealth Management LLC5,294$114K0.0%-23.1%0.048%
1/16/2024Raymond James & Associates36,755$789K0.0%-1.3%0.336%
11/21/2023 Almitas Capital LLC113,652$2.54M1.2%+6.2%1.039%
11/15/2023 1607 Capital Partners LLC128,497$2.87M0.2%+8.0%1.175%
11/14/2023 Lazard Asset Management LLC712,844$15.93M0.0%-1.2%6.516%
11/14/2023 Samalin Investment Counsel LLC11,481$257K0.1%-5.0%0.105%
11/13/2023 Stifel Financial Corp95,943$2.14M0.0%+618.8%0.877%
11/13/2023 Quantedge Capital Pte Ltd43,377$969K0.5%+6.0%0.396%
11/13/2023 Wolverine Asset Management LLC39,665$887K0.0%+49.1%0.363%
11/13/2023 PNC Financial Services Group Inc.8,490$190K0.0%+22.7%0.078%
11/9/2023 City of London Investment Management Co. Ltd.1,435,129$32.08M2.8%-21.2%13.118%
11/9/2023 Karpus Management Inc.308,469$6.89M0.2%+6.9%2.820%
11/9/2023 UBS Group AG129,296$2.89M0.0%+0.8%1.182%
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10/27/2023 Allspring Global Investments Holdings LLC563,236$12.59M0.0%-5.2%5.148%
10/26/2023 North Star Asset Management Inc.16,297$364K0.0%-10.7%0.149%
10/24/2023Raymond James & Associates37,255$833K0.0%+1.4%0.341%
8/11/2023 Cornerstone Advisors LLC34,437$746K0.0%-75.3%0.315%
8/11/2023 Karpus Management Inc.288,471$6.25M0.2%-0.7%2.637%
8/11/2023 City of London Investment Management Co. Ltd.1,820,840$39.43M3.2%-27.3%16.644%
8/11/2023 Almitas Capital LLC107,037$2.41M1.0%+24.6%0.978%
8/10/2023 Letko Brosseau & Associates Inc.215,000$4.66M0.1%N/A1.965%
8/7/2023 Wolverine Asset Management LLC26,599$576K0.0%-16.3%0.243%
8/3/2023 Samalin Investment Counsel LLC12,081$262K0.1%-9.0%0.110%
(Data available from 1/1/2016 forward)

IIF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IIF shares?

During the previous two years, 40 institutional investors and hedge funds held shares of Morgan Stanley India Investment Fund. The most heavily invested institutionals were Lazard Asset Management LLC ($19.32M), Saba Capital Management L.P. ($18.74M), Bulldog Investors LLP ($7.30M), Karpus Management Inc. ($6.30M), Allspring Global Investments Holdings LLC ($5.66M), Public Employees Retirement System of Ohio ($5.19M), and Penserra Capital Management LLC ($3.82M).Learn more on Morgan Stanley India Investment Fund's institutional investors.

What percentage of Morgan Stanley India Investment Fund's stock is owned by institutional investors?

36.96% of Morgan Stanley India Investment Fund's stock is owned by institutional investors. Learn more on IIF's institutional investor holdings.

Which institutional investors have been buying Morgan Stanley India Investment Fund's stock?

Of the 35 institutional investors that purchased Morgan Stanley India Investment Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Public Employees Retirement System of Ohio ($183.96K), Main Management LLC ($151.02K), Penserra Capital Management LLC ($135.31K), Evergreen Capital Management LLC ($112.15K), City of London Investment Management Co. Ltd. ($103.44K), Lazard Asset Management LLC ($96.76K), and Stifel Financial Corp ($93.79K).

How much institutional buying is happening at Morgan Stanley India Investment Fund?

Institutional investors have bought a total of 1,097,744 shares in the last 24 months. This purchase volume represents approximately $29.10M in transactions.

Which of Morgan Stanley India Investment Fund's major shareholders have been selling company stock?

Of the 13 institutional investors that sold Morgan Stanley India Investment Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($326.10K), Letko Brosseau & Associates Inc. ($79K), 1607 Capital Partners LLC ($76.61K), Bank of America Corp DE ($46.51K), Karpus Management Inc. ($46.21K), Landscape Capital Management L.L.C. ($34.17K), and Quantedge Capital Pte Ltd ($21.15K).

How much institutional selling is happening at Morgan Stanley India Investment Fund?

Institutional investors have sold a total of 668,576 shares in the last 24 months. This volume of shares sold represents approximately $18.04M in transactions.



This page (NYSE:IIF) was last updated on 8/18/2025 by MarketBeat.com Staff
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