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
Q2 		$318K Buy
21,027
+5,583
+36% +$84.6K ﹤0.01% 3398
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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Cambridge Investment Research Advisors's MSDL Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Morgan Stanley Direct Lending Fund (MSDL) stake by 36% in Q2 2026, buying an estimated $84.6K and bringing the position to 21,027 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #3398.

Cambridge Investment Research Advisors first reported a position in MSDL in Q1 2025 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold MSDL as of Q2 2026.

  • Cambridge Investment Research Advisors held 21,027 shares of Morgan Stanley Direct Lending Fund worth $318K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 5,583 Morgan Stanley Direct Lending Fund shares in Q2 2026, an estimated $84.6K.
  • Morgan Stanley Direct Lending Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3398 holding.
  • Cambridge Investment Research Advisors first reported a position in Morgan Stanley Direct Lending Fund in Q1 2025 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.