MORGAN STANLEY INDIA INVESTMENT FUND, INC. reported that James F. Kirchner, its Principal Financial Officer, filed an initial Form 3 statement of beneficial ownership. The filing lists no reported transactions or holdings, so it serves as a baseline regulatory disclosure of his status as an officer.
Morgan Stanley India Investment Fund, Inc. Schedule 13G: Gates Foundation Trust and William H. Gates III report beneficial ownership of 471,222 shares, representing 5.0% of the issuer's common stock.
The filing states the disclosure is based on 9,422,610 shares outstanding as of April 13, 2026. The Trust holds shared voting and dispositive power over the 471,222 shares; William H. Gates III is reported as Trustee for purposes of Rule 13d-3.
Saba Capital Management and related reporting persons filed Amendment No. 7 to disclose beneficial ownership of 755,897 common shares of Morgan Stanley India Investment Fund, Inc., equal to 8 % of the outstanding shares. This percentage is based on 9,443,167 shares outstanding as of 12/31/25, as reported in the fund’s N-CSR.
The reporting group, including Saba Capital Management, L.P., Saba Capital Management GP, LLC and Boaz R. Weinstein, reports shared voting and dispositive power over all 755,897 shares and no sole power. They state that approximately $19,990,518 was paid to acquire these shares, funded by investor subscriptions, capital appreciation and ordinary-course margin borrowings.
The purchases were made in the open market, with individual transactions between the prior amendment filed on 2/26/26 and the new event date of 03/23/2026 detailed in Schedule A. Dividends and sale proceeds from the shares are payable to funds and accounts advised by Saba Capital.
IIF submitted a Form N-CEN annual report providing standardized operational and service-provider information for a registered investment company. The filing lists detailed broker and dealer activity, including aggregate brokerage commissions of 164,666.94 and multiple principal-transaction values such as 3,069,809.30 and 76,102,387.18.
The report is a regulatory disclosure of fund governance, service-provider relationships, securities-lending and rule-exemption checkboxes, and other operational items; it does not present audited financial statements or performance metrics in the excerpt provided.
The Morgan Stanley India Investment Fund, Inc. reported mixed 2025 results. For the year ended December 31, 2025
The Fund's NAV total return was (0.67%) while the market price total return was 7.05%. Net assets totaled $263,560,000 and NAV per share was $27.91; the NYSE closing price was $24.98, trading at a (10.50%) discount to NAV. The Fund paid total distributions of $1.99 per share and designated approximately $16,709,000 as long-term capital gains for federal tax purposes.
Portfolio positioning emphasized banks, hotels/restaurants & leisure, and consumer finance; the portfolio held short-term liquidity in a Morgan Stanley institutional liquidity fund representing 7.0% of investments. Management cited macro headwinds in 2025 including policy tightening, U.S. tariffs and a weaker rupee, and noted the Reserve Bank of India cut the repo rate by 0.25% in December 2025.
Saba Capital Management and affiliates have filed Amendment No. 6 to a Schedule 13D reporting a significant stake in Morgan Stanley India Investment Fund, Inc. The reporting group, including Saba Capital Management, L.P., Saba Capital Management GP, LLC, and Boaz R. Weinstein, reports beneficial ownership of 873,236 common shares, equal to 9.16% of the fund’s outstanding common stock based on 9,534,799 shares outstanding as of 6/30/25.
The filing states that approximately $23,093,675 was paid to acquire these shares, using investor subscription proceeds, capital appreciation, and ordinary-course margin borrowings. All recent trades within 60 days before 2/25/26 were executed in the open market and are detailed in Schedule A. The purpose of the transaction is described as not applicable, and the funds advised by Saba Capital are entitled to dividends and sale proceeds from the shares.
Lazard Asset Management LLC has filed a Schedule 13G reporting a passive ownership stake in Morgan Stanley India Investment Fund Inc. Lazard reports beneficial ownership of 772,654 equity shares, representing 8.2% of the outstanding class as of 12/31/2025.
Lazard states it has sole power to vote and dispose of all 772,654 shares, with no shared voting or dispositive power. The filing certifies that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the fund.
City of London Investment Management Company Limited filed an amended Schedule 13G reporting its beneficial ownership in Morgan Stanley India Investment Fund, Inc. common stock. As of 12/31/2025, it beneficially owned 645,866 shares, representing 6.8% of the outstanding common stock.
The firm reports sole voting and sole dispositive power over all 645,866 shares, with no shared voting or dispositive power. The shares are held through various City of London private funds and segregated accounts that it advises. It certifies that the position is held in the ordinary course of business and not for the purpose of changing or influencing control of the fund.
Saba Capital Management, L.P., a major shareholder of Morgan Stanley India Investment Fund, Inc. (IIF), reported an open‑market sale of common stock. On January 15, 2026, it sold 7,490 shares of IIF common stock at a price of $24.36 per share.
After this transaction, Saba Capital beneficially owned 938,726 shares of IIF on an indirect basis. The filing notes that, as a result of this disposition, Saba Capital now owns less than 10% of IIF’s outstanding common shares, meaning it is no longer classified as a 10% owner insider.
Saba Capital Management, L.P., a 10% owner of Morgan Stanley India Investment Fund, Inc. (IIF), reported a sale of common stock. On 01/14/2026, Saba Capital sold 29,465 shares of IIF common stock at a price of $24.46 per share, coded as a sale ("S") in the insider report.
After this transaction, Saba Capital reported 946,216 IIF shares beneficially owned on an indirect basis. The filing is made by one reporting person and does not list any derivative securities transactions.