Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Cambridge Investment Research Advisors’s Portfolio MSDL Stock Details MSDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$216K Buy
+15,444
New +$239K ﹤0.01% 3609
2025
Q3 		– Sell
-11,405
Closed -$214K – 3806
2025
Q2 		$214K Sell
11,405
-2,317
-17% -$44.8K ﹤0.01% 3293
2025
Q1 		$274K Buy
+13,722
New +$284K ﹤0.01% 2940

Other funds holding MSDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Cambridge Investment Research Advisors's MSDL Position: Q1 2026 in Review

Cambridge Investment Research Advisors opened a new position in Morgan Stanley Direct Lending Fund (MSDL) in Q1 2026: 15,444 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #3609 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in MSDL as recently as Q2 2025.

Cambridge Investment Research Advisors first reported a position in MSDL in Q1 2025 and has held it in 3 quarters since. The position peaked at $274K in Q1 2025. 137 funds tracked by Wall St. Rank hold MSDL as of Q1 2026.

  • Cambridge Investment Research Advisors held 15,444 shares of Morgan Stanley Direct Lending Fund worth $216K as of Q1 2026.
  • Morgan Stanley Direct Lending Fund was a new Cambridge Investment Research Advisors position in Q1 2026.
  • Morgan Stanley Direct Lending Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3609 holding.
  • Cambridge Investment Research Advisors first reported a position in Morgan Stanley Direct Lending Fund in Q1 2025 and has held it in 3 quarters since.
  • Cambridge Investment Research Advisors's Morgan Stanley Direct Lending Fund position peaked at $274K in Q1 2025.
  • 137 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.