Vault-13

MORGAN STANLEY INDIA INVT FD IIF

COM · Closed-End Fund · CUSIP 61745C105 · ISIN US61745C1053

47 institutional holders -1 vs Q3 2025
4,014,8234.0m shares reported held*
$100.6mreported value*
4 new 11 added 12 reduced 7 sold out net bought ≈ $55.2k (+2.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.05.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 44Q4 22: 42Q1 23: 44Q2 23: 47Q3 23: 46Q4 23: 47Q1 24: 49Q2 24: 51Q3 24: 54Q4 24: 55Q1 25: 53Q2 25: 47Q3 25: 48Q4 25: 4747Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202244
Q4 202242
Q1 202344
Q2 202347
Q3 202346
Q4 202347
Q1 202449
Q2 202451
Q3 202454
Q4 202455
Q1 202553
Q2 202547
Q3 202548
Q4 202547

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 24: 18 bought or addedQ1 24: 17 cut or sold outQ2 24: 23 bought or addedQ2 24: 14 cut or sold outQ2 24Q3 24: 14 bought or addedQ3 24: 24 cut or sold outQ4 24: 18 bought or addedQ4 24: 18 cut or sold outQ4 24Q1 25: 15 bought or addedQ1 25: 24 cut or sold outQ2 25: 22 bought or addedQ2 25: 22 cut or sold outQ2 25Q3 25: 22 bought or addedQ3 25: 19 cut or sold outQ4 25: 15 bought or addedQ4 25: 19 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20241817
Q2 20242314
Q3 20241424
Q4 20241818
Q1 20251524
Q2 20252222
Q3 20252219
Q4 20251519

Biggest buyers

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Added +163,692+163.7k
Altium Capital Management LLC New +29,210+29.2k
CIBC WORLD MARKET INC. New +11,350+11.3k
Cresset Asset Management, LLC New +11,251+11.3k
MORGAN STANLEY Added +10,018+10.0k
COMMONWEALTH EQUITY SERVICES, LLC New +8,588+8.6k
STIFEL FINANCIAL CORP Added +7,094+7.1k
EVERGREEN CAPITAL MANAGEMENT LLC Added +6,508+6.5k
Calamos Advisors LLC Added +3,474+3.5k
ROYAL BANK OF CANADA Added +2,720+2.7k

Biggest sellers

Bulldog Investors, LLP Reduced -85,441-85.4k
Allspring Global Investments Holdings, LLC Reduced -70,772-70.8k
Saba Capital Management, L.P. Reduced -28,028-28.0k
JANE STREET GROUP, LLC Sold out -11,852-11.9k
CSS LLC/IL Sold out -9,290-9.3k
Quantedge Capital Pte Ltd Sold out -9,254-9.3k
MILLENNIUM MANAGEMENT LLC Sold out -8,721-8.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -8,454-8.5k
UBS Group AG Reduced -7,483-7.5k
BANK OF AMERICA CORP /DE/ Reduced -4,178-4.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 13G · institution +1.9 pts · filed 2026-10-23 13.0% +1.9 pts 1.2m≈ $27.8m 2026-10-23
Saba Capital Management, L.P. 13D · may seek influence +1.0 pts · filed 2026-07-30
Stated purposeNot Applicable. Full filing
9.0% +1.0 pts 853.7k≈ $19.5m 2026-07-30
LAZARD ASSET MANAGEMENT LLC 13G · institution -1.7 pts · filed 2026-05-15 6.5% -1.7 pts 609.4k≈ $13.9m 2026-05-15
Karpus Management, Inc. 13G · institution new · filed 2026-08-14 5.1% new 477.6k≈ $10.9m 2026-08-14
GATES FOUNDATION TRUST 13G · passive investor new · filed 2026-04-20 5.0% new 471.2k≈ $10.8m 2026-04-20

Insider purchases and sales in Q4 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

DateInsiderTradeSharesPrice ValueTheir holding
2025-12-30 Saba Capital Management, L.P. 10% owner Sold 18,932 $24.92 $471.8k18.9k shares -2%
2025-12-26 Saba Capital Management, L.P. 10% owner Sold 9,096 $25.17 $228.9k9.1k shares -1%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Saba Capital Management, L.P. 0.83% of their portfolio NEW YORK, NY 988,924988.9k $24.7m $24.7m 0.83% Reduced -28.0k -28,028
2 LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 772,654772.7k $19.3m $19.3m 0.03% Added +2.4k +2,391
3 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1.21% of their portfolio London, X0 645,866645.9k $16.1m $16.1m 1.21% Added +163.7k +163,692
4 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio COLUMBUS, OH 199,507199.5k $5.0m $5.0m 0.02% Unchanged
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 181,241181.2k $4.5m $4.5m 0.00% Added +10.0k +10,018
6 Karpus Management, Inc. 0.13% of their portfolio Pittsford, NY 173,700173.7k $4.3m $4.3m 0.13% Reduced -1.9k -1,852
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 156,606156.6k $3.9m $3.9m 0.00% Reduced -7.5k -7,483
8 Bulldog Investors, LLP 0.80% of their portfolio SADDLE BROOK, NJ 144,096144.1k $3.6m $3.6m 0.80% Reduced -85.4k -85,441
9 EVERGREEN CAPITAL MANAGEMENT LLC 0.07% of their portfolio Bellevue, WA 121,279121.3k $3.3m $3.3m 0.07% Added +6.5k +6,508
10 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 94,67294.7k $2.4m $2.4m 0.00% Reduced -70.8k -70,772
11 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 94,63094.6k $2.4m $2.4m 0.00% Added +7.1k +7,094
12 Verition Fund Management LLC 0.01% of their portfolio GREENWICH, CT 80,64380.6k $2.0m $2.0m 0.01% Unchanged
13 STRS OHIO 0.01% of their portfolio COLUMBUS, OH 54,71654.7k $1.4m $1.4m 0.01% Unchanged
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 34,18834.2k $854.0k $854.0k 0.00% Added +2.7k +2,720
15 Altium Capital Management LLC 2.88% of their portfolio NEW YORK, NY 29,21029.2k $729.7k $729.7k 2.88% New
16 Pursuit Wealth Management LLC 0.62% of their portfolio Palm Beach Gardens, FL 28,71728.7k $717.4k $717.4k 0.62% First filing
17 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 22,25722.3k $556.0k $556.0k 0.00% Reduced -2.5k -2,471
18 GP Brinson Investments LLC 0.19% of their portfolio Chicago, IL 18,00018.0k $449.6k $449.6k 0.19% Unchanged
19 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 14,27814.3k $356.7k $356.7k 0.00% Added +3.5k +3,474
20 Samalin Investment Counsel, LLC 0.12% of their portfolio CHAPPAQUA, NY 13,02313.0k $325.3k $325.3k 0.12% Unchanged
21 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.05% of their portfolio BLUE BELL, PA 12,69812.7k $317.2k $317.2k 0.05% Unchanged
22 1607 Capital Partners, LLC 0.02% of their portfolio Richmond, VA 11,70611.7k $292.4k $292.4k 0.02% Unchanged
23 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 11,35011.3k $283.5k $283.5k 0.00% New
24 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 11,25111.3k $303.4k $303.4k 0.00% New
25 GOULD ASSET MANAGEMENT LLC /CA/ 0.05% of their portfolio CLAREMONT, CA 10,85410.9k $271.1k $271.1k 0.05% Unchanged
26 Maridea Wealth Management LLC 0.04% of their portfolio BROOKLYN, NY 10,75610.8k $268.7k $268.7k 0.04% Added +195 +195
27 NORTH STAR ASSET MANAGEMENT INC 0.01% of their portfolio NEENAH, WI 10,28710.3k $257.0k $257.0k 0.01% Reduced -52 -52
28 EVOLVE PRIVATE WEALTH, LLC 0.01% of their portfolio LOS ANGELES, CA 9,1719.2k $247.3k $247.3k 0.01% First filing
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 8,9408.9k $223.3k $223.3k 0.00% Reduced -4.2k -4,178
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,9238.9k $222.9k $222.9k 0.00% Reduced -8.5k -8,454
31 SeaCrest Wealth Management, LLC 0.02% of their portfolio PURCHASE, NY 8,7008.7k $217.7k $217.7k 0.02% Added +900 +900
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,5888.6k $214.5k $214.5k 0.00% New
33 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 6,9376.9k $173.3k $173.3k 0.00% Unchanged
34 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,4904.5k $112.2k $112.2k 0.00% Reduced -600 -600
35 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,1103.1k $77.7k $77.7k 0.00% Reduced -579 -579
36 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,1902.2k $54.7k $54.7k 0.00% Reduced -100 -100
37 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,1292.1k $53.2k $53.2k 0.00% Added +24 +24
38 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1,6411.6k $41.0k $41.0k 0.00% Added +1 +1
39 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,3501.4k $33.7k $33.7k 0.00% Unchanged
40 Thomas J. Herzfeld Advisors, Inc. 0.00% of their portfolio MIAMI BEACH, FL 391391 $9.8k $9.8k 0.00% Unchanged
41 GHP Investment Advisors, Inc. 0.00% of their portfolio Denver, CO 300300 $7.5k $7.5k 0.00% Unchanged
42 BlackRock, Inc. 0.00% of their portfolio New York, NY 250250 $6.2k $6.2k 0.00% Unchanged
43 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 196196 $4.9k $4.9k 0.00% Unchanged
44 TRUST CO OF VERMONT 0.00% of their portfolio BRATTLEBORO, VT 179179 $4.5k $4.5k 0.00% Unchanged
45 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 115115 $2.9k $2.9k 0.00% Unchanged
46 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 7272 $1.8k $1.8k 0.00% Unchanged
47 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 4242 $1.0k $1.0k 0.00% Unchanged