Funds holding Morgan Stan India
ISIN US61745C1053 · United States · LEI 5LQ8NRKQLK2XRS19BS65
- Fund holders
- 2
- Of which ETFs
- 2 0 other funds
- Value held
- 1.8M $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Saba Closed-End Funds ETF Exchange Listed Funds Trust | 59,062 | 1.4M $ | 0.37 % | as of Feb 28, 2026 ↗ |
| Calamos CEF Income & Arbitrage ETF Calamos ETF Trust | 16,594 | 364.4K $ | 1.15 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Calamos CEF Income & Arbitrage ETF Calamos ETF Trust | 1.15 % | as of Apr 30, 2026 ↗ |
| Saba Closed-End Funds ETF Exchange Listed Funds Trust | 0.37 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 2 | -1 | 75,656 | -15.7 % |
| 2026Q1 | 3 | +1 | 89,739 | +13.9 % |
| 2025Q4 | 2 | -1 | 78,761 | -62.8 % |
| 2025Q3 | 3 | 0 | 211,545 | +3.3 % |
| 2025Q2 | 3 | +1 | 204,867 | +178.6 % |
| 2025Q1 | 2 | -1 | 73,528 | +261.5 % |
| 2024Q4 | 3 | +1 | 20,342 | +1.9 % |
| 2024Q3 | 2 | +1 | 19,965 | +159.3 % |
| 2024Q2 | 1 | -1 | 7,700 | -16.7 % |
| 2024Q1 | 2 | +1 | 9,242 | +20.0 % |
| 2023Q4 | 1 | 7,700 |
Institutional managers
39 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 949,628 | 19.5M $ | as of Mar 31, 2026 |
| Saba Capital Management, L.P. | 755,897 | 15.6M $ | as of Mar 31, 2026 |
| LAZARD ASSET MANAGEMENT LLC | 609,359 | 12.5M $ | as of Mar 31, 2026 |
| Karpus Management, Inc. | 395,688 | 8.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 162,290 | 3.3M $ | as of Mar 31, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 134,180 | 2.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 97,735 | 2M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 90,022 | 1.9M $ | as of Mar 31, 2026 |
| Verition Fund Management LLC | 88,888 | 1.8M $ | as of Mar 31, 2026 |
| Altium Capital Management LLC | 79,031 | 1.6M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 74,631 | 1.5M $ | as of Mar 31, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 73,672 | 1.5M $ | as of Mar 31, 2026 |
| STRS OHIO | 54,716 | 1.1M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 35,708 | 735K $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 24,684 | 508K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 20,669 | 416.1K $ | as of Mar 31, 2026 |
| GP Brinson Investments LLC | 18,000 | 370.4K $ | as of Mar 31, 2026 |
| Calamos Advisors LLC | 16,208 | 333.6K $ | as of Mar 31, 2026 |
| Samalin Investment Counsel, LLC | 14,078 | 289.7K $ | as of Mar 31, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | 13,624 | 280.4K $ | as of Mar 31, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | 13,622 | 280.3K $ | as of Mar 31, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12,667 | 260.7K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 12,310 | 253.3K $ | as of Mar 31, 2026 |
| 1607 Capital Partners, LLC | 11,706 | 240.9K $ | as of Mar 31, 2026 |
| Maridea Wealth Management LLC | 11,234 | 231.2K $ | as of Mar 31, 2026 |
Declared shareholders of Morgan Stan India
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| City of London Investment Management Company Limited | 10.10 % | 949,628 | as of Mar 31, 2026 · SCHEDULE 13G |
| Lazard Asset Management LLC | 6.50 % | 609,359 | as of Mar 31, 2026 · SCHEDULE 13G |
| Gates Foundation Trust and 1 other | 5.00 % | 471,222 | as of Apr 13, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Morgan Stan India". https://titelia.com/en/stocks/morgan-stan-india-US61745C1053