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Morgan Stanley Direct Lending Fund
MSDL

Overview Fund Activity

107 hedge funds and large institutions have $519M invested in Morgan Stanley Direct Lending Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
107
Holders Change
+12
Holders Change %
+12.63%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
48
Reduced
24
Closed
11
Calls
$1.48M
Puts
$1.66M
Net Calls
-$183K
Net Calls Change
+$1.48M

Top Buyers

1
GAM
1
Generali Asset Management
Italy
$33M
2
MC
2
Muzinich & Co
New York
$8.53M
3
RCM
3
Rivernorth Capital Management
Florida
$3.88M
4
UBS Group
4
UBS Group
Switzerland
$15.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$292M

Top Sellers

1
C
1
Cliffwater
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.27M
3
BSG
3
Black Swift Group
Colorado
$0
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$292M 15,613,961 +192,523 +1%
VanEck Associates
2
VanEck Associates
New York
$35.9M 1,919,449 +40,983 +2%
GAM
3
Generali Asset Management
Italy
$33M 1,761,950 +880,372 +100%
UBS Group
4
UBS Group
Switzerland
$15.4M 820,828 +196,052 +31%
MC
5
Muzinich & Co
New York
$8.53M 455,631 +242,931 +114%
AP
6
Americana Partners
Texas
$7.08M 378,154 +11,351 +3%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$6.94M 370,759 +170,467 +85%
Millennium Management
8
Millennium Management
New York
$6.6M 352,531 +153,847 +77%
Franklin Resources
9
Franklin Resources
California
$6.55M 350,124 +26,652 +8%
Wells Fargo
10
Wells Fargo
California
$5.88M 314,068 +14,797 +5%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$4.9M 261,767 +20,212 +8%
SWA
12
SFMG Wealth Advisors
Texas
$4.84M 258,445 +1,630 +0.6%
TCM
13
TT Capital Management
California
$4.45M 237,762 +38,990 +20%
Raymond James Financial
14
Raymond James Financial
Florida
$3.95M 211,041 +3,139 +2%
RCM
15
Rivernorth Capital Management
Florida
$3.88M 207,172 +207,172 New
NW
16
Naviter Wealth
Arkansas
$3.46M 180,325 +6,011 +3%
HF
17
HRT Financial
New York
$3.3M 176,399 +97,279 +123%
AWM
18
Activest Wealth Management
Florida
$3.21M 171,562 +16,179 +10%
LPL Financial
19
LPL Financial
California
$3.21M 171,454 +49,808 +41%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.99M 159,694 +4,462 +3%
SAM
21
Shikiar Asset Management
New York
$2.98M 159,100 -14,750 -8%
Two Sigma Investments
22
Two Sigma Investments
New York
$2.87M 153,199 -86,100 -36%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$2.81M 150,143 +61,465 +69%
TI
24
Trexquant Investment
Connecticut
$2.65M 141,494 +141,494 New
Jane Street
25
Jane Street
New York
$2.6M 138,785 +138,785 New
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