Top FII deals in May 2025 reveal aggressive buys and strategic exits in key Indian stocks. Discover major trades from Morgan Stanley, Goldman Sachs, and more.
Foreign Institutional Investors Steer Market Moves: Big FII Deals in May 2025
Foreign Institutional Investors (FIIs) continued to assert their influence on Indian equity markets in May 2025, executing a mix of large-cap and mid-cap trades that reveal growing confidence and strategic repositioning. Major global funds such as Morgan Stanley Asia, Goldman Sachs, and Zeta Global Funds were active in both buying and selling significant stakes across various sectors, from financial services to engineering and infrastructure.
Major Highlights of FII Transactions in May 2025
Here’s a detailed look into some of the biggest FII transactions across NSE and BSE, categorized by activity and client name.
🔹 Massive Stake Acquisitions by FII Giants
1. Edelweiss Financial Services (EDELWEISS)
- Buyer: The Miri Strategic Emerging Markets Fund LP
- Exchange: NSE
- Volume: 1.10 crore shares
- Price: ₹88.55 per share
- Value: ₹975 crore (approx.)
This deal signals confidence in India’s growing financial services sector.
2. RACL Geartech Limited (RACLGEAR)
- Buyer: Malabar India Fund Limited
- Volume: 1.88 lakh shares at ₹796.50
A vote of confidence in India’s auto and precision engineering sector.
3. Industrial Investment Trust Ltd (IITL)
- Buyer: Necta Bloom VCC – One
- Volume: 2.99 lakh shares at ₹170.00
This move further underscores the rising attractiveness of diversified holding companies.
4. Northern Arc Capital (NORTHARC)
- Buyer: Morgan Stanley Asia Singapore PTE
- Volume: 8.8 lakh shares at ₹193.00
Morgan Stanley’s strong interest in financial inclusion and NBFCs in India is evident.
5. PNB Housing Finance (PNBHOUSING)
A multi-pronged investment from several heavyweight funds:
- Goldman Sachs Investments Mauritius I Limited: 1.70 lakh shares
- Nomura Funds Ireland: 6.06 lakh shares
- Tara Emerging Asia Liquid Fund, Al MeHwar Commercial Investments, and Optimix Wholesale Global Emerging Markets Trust all showed aggressive buying interest at ₹1000.20 per share.
🔻 Strategic Exits and Profit Booking
1. Info Edge (India) Ltd (NAUKRI)
- Seller: Morgan Stanley Asia Singapore PTE
- Volume: 2.12 lakh shares at ₹1464.50
This could be profit booking after a solid run in tech and job listing platforms.
2. Edelweiss Financial Services
- Seller: CLSA Global Markets PTE. LTD-ODI
- Volume: 1.13 crore shares
Matching the buying side, this large offload shows an active reshuffling among institutions.
3. Mason Infratech (MASON)
- Seller: Craft Emerging Market Fund PCC – Elite Capital Fund
- Volume: 2.72 lakh shares at ₹108.27
4. One Point One Solutions (ONEPOINT)
- Seller: Zeta Global Funds – Zeta Series B Fund PC
- Volume: 15 lakh shares at ₹58.25
Consistent Player: Zeta Global Funds
Zeta Global Funds made both entry and exit moves in A1L and One Point One Sol Ltd, indicating either a sector rotation or internal fund restructuring:
- Bought: 60,000 shares of A1L at ₹500
- Sold: 15 lakh shares of One Point One Sol Ltd
Their activity on May 12 and May 14 displays continued engagement in the mid-cap space.
Earlier in May: Notable FII Entries
1. Gensol Engineering (GENSOL)
- Seller: Nova Global Opportunities Fund PCC – Touchstone
- Volume: 3 lakh shares at ₹53.95
2. Arunaya Organics (ARUNAYA)
- Seller: Meru Investment Fund PCC – Cell 1
- Volume: 5.58 lakh shares at ₹31.60
3. Choksi Imaging (CHOKSILA)
- Buyer: Nexus Global Opportunities Fund
- Volume: 40,000 shares at ₹120.82
4. Grand Continent Hotels (GCHOTELS)
- Seller: India Max Investment Fund Limited
- Volume: 1.68 lakh shares at ₹146.90
Summary: What This Means for Indian Markets
The FII activity in May 2025 clearly reflects high conviction in financial services, housing finance, and niche sectors like engineering and infra. While some funds are consolidating or exiting positions, others are increasing their India exposure — highlighting a dynamic and maturing market environment.
Such bulk deals by foreign institutions act as key indicators of confidence and valuation trends in Indian equities. Investors tracking FII movements can find valuable signals about sector momentum and upcoming trends in institutional flows.
