Morgan Stanley
OTF

Morgan Stanley’s Blue Owl Technology Finance Corp OTF Stock Holding History

Morgan Stanley’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.4M Buy
1,490,688
+1,036,884
+228% +$11.5M ﹤0.01% 3338
2026
Q1 		$5.62M Buy
453,804
+207,086
+84% +$2.64M ﹤0.01% 4056
2025
Q4 		$3.59M Buy
246,718
+153,643
+165% +$2.16M ﹤0.01% 4424
2025
Q3 		$1.29M Buy
93,075
+83,285
+851% +$1.25M ﹤0.01% 5040
2025
Q2 		$149K Buy
+9,790
New +$154K ﹤0.01% 5965

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $479M AUM 140.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley's OTF Position: Q2 2026 in Review

Morgan Stanley increased its Blue Owl Technology Finance Corp (OTF) stake by 228% in Q2 2026, buying an estimated $11.5M and bringing the position to 1,490,688 shares worth $15.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3338.

Morgan Stanley first reported a position in OTF in Q2 2025 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Morgan Stanley held 1,490,688 shares of Blue Owl Technology Finance Corp worth $15.4M as of Q2 2026.
  • Morgan Stanley bought 1,036,884 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $11.5M.
  • Blue Owl Technology Finance Corp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3338 holding.
  • Morgan Stanley first reported a position in Blue Owl Technology Finance Corp in Q2 2025 and has held it in 5 quarters since.
  • 191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.