MSDL icon

Morgan Stanley Direct Lending Fund

82 hedge funds and large institutions have $432M invested in Morgan Stanley Direct Lending Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 36 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+30
Holders Change %
+57.69%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
36
Reduced
4
Closed
7
Calls
$343K
Puts
$2.37M
Net Calls
-$2.03M
Net Calls Change
-$650K
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.29M +$1.29M +62,491 New
LPL Financial
27
LPL Financial
California
$1.16M +$569K +27,552 +96%
CSS
28
Cubist Systematic Strategies
Connecticut
$1.09M +$784K +37,970 +257%
ECM
29
ExodusPoint Capital Management
New York
$1.01M +$670K +32,414 +195%
TCM
30
TT Capital Management
California
$972K +$972K +45,980 New
Jane Street
31
Jane Street
New York
$850K +$542K +26,216 +176%
GCP
32
GSA Capital Partners
United Kingdom
$847K +$847K +40,997 New
RDIA
33
RE Dickinson Investment Advisors
Iowa
$842K +$842K +4,077 New
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$834K +$475K +22,967 +132%
ZIG
35
Zuckerman Investment Group
Illinois
$756K +$756K +36,000 New
MCM
36
MAI Capital Management
Ohio
$754K +$754K +36,475 New
Invesco
37
Invesco
Georgia
$706K +$94.5K +4,573 +15%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$661K +$330K +15,993 +100%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$644K +$644K +31,192 New
Wells Fargo
40
Wells Fargo
California
$606K +$168K +8,113 +38%
XT
41
XTX Topco
Cayman Islands
$602K +$602K +29,142 New
Truist Financial
42
Truist Financial
North Carolina
$563K +$182K +8,830 +48%
HighTower Advisors
43
HighTower Advisors
Illinois
$560K +$232K +11,217 +71%
FA
44
Fountainhead AM
New Jersey
$553K +$15.1K +729 +3%
CIM
45
Confluence Investment Management
Missouri
$540K +$7.54K +365 +1%
EA
46
Everpar Advisors
Oklahoma
$537K +$143K +6,901 +36%
EGA
47
Eagle Global Advisors
Texas
$533K
Millennium Management
48
Millennium Management
New York
$525K -$212K -10,279 -29%
CG
49
Caprock Group
Idaho
$515K +$257K +12,046 +100%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$511K +$511K +24,724 New