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Morgan Stanley Direct Lending Fund
MSDL

Overview Fund Activity

108 hedge funds and large institutions have $520M 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, 25 reducing their positions, and 11 closing their positions.

Holders
108
Holders Change
+13
Holders Change %
+13.68%
% of All Funds
1.45%
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
25
Closed
11
Calls
$1.7M
Puts
$2.15M
Net Calls
-$451K
Net Calls Change
+$1.21M

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 Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.43M +$12.5K +666 +0.5%
CSS
27
Cubist Systematic Strategies
Connecticut
$2.1M -$177K -9,464 -8%
MCM
28
MAI Capital Management
Ohio
$1.83M -$26.2K -1,400 -1%
Bank of America
29
Bank of America
North Carolina
$1.81M +$1.01M +53,969 +126%
Marshall Wace
30
Marshall Wace
United Kingdom
$1.73M +$1.73M +92,501 New
AAA
31
Adams Asset Advisors
Texas
$1.69M +$515K +27,524 +44%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$1.68M -$204K -10,885 -11%
CIM
33
Confluence Investment Management
Missouri
$1.63M +$1.12M +60,022 +223%
DA
34
Denali Advisors
California
$1.62M -$50.2K -2,681 -3%
AC
35
ASB Consultores
Florida
$1.5M – – –
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.39M +$4.36K +233 +0.3%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$1.38M -$658K -35,158 -32%
LCWP
38
Legacy Capital Wealth Partners
Arkansas
$1.33M -$69.9K -3,735 -5%
Citadel Advisors
39
Citadel Advisors
Florida
$1.27M -$3.91M -208,677 -76%
FA
40
Fountainhead AM
New Jersey
$1.11M +$3.86K +206 +0.3%
LA
41
LM Advisors
California
$1.06M -$298K -15,915 -22%
Invesco
42
Invesco
Georgia
$945K +$247K +13,186 +35%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$924K +$16.5K +880 +2%
ZIG
44
Zuckerman Investment Group
Illinois
$824K – – –
DADC
45
D.A. Davidson & Co
Montana
$762K +$304K +16,257 +66%
Ameriprise
46
Ameriprise
Minnesota
$761K +$17.8K +1,021 +2%
Truist Financial
47
Truist Financial
North Carolina
$752K +$317K +16,948 +73%
Goldman Sachs
48
Goldman Sachs
New York
$718K +$718K +38,366 New
Two Sigma Advisers
49
Two Sigma Advisers
New York
$713K -$1.38M -73,600 -66%
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$700K +$31.6K +1,681 +5%
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