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Morgan Stanley Direct Lending Fund

95 hedge funds and large institutions have $513M invested in Morgan Stanley Direct Lending Fund in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+13
Holders Change %
+15.85%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
51
Reduced
12
Closed
11
Calls
$1.26M
Puts
$2.92M
Net Calls
-$1.66M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Shares
Change %
Two Sigma Advisers
26
Two Sigma Advisers
New York
$2.23M +$1.75M +87,800 +367%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$2.17M -$330K -16,535 -13%
Grantham, Mayo, Van Otterloo & Co (GMO)
28
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.13M +$761K +38,142 +55%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$2.01M +$1.64M +82,075 +439%
MCM
30
MAI Capital Management
Ohio
$1.98M +$1.25M +62,842 +172%
DA
31
Denali Advisors
California
$1.78M -$71.3K -3,574 -4%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$1.77M +$1.34M +67,251 +314%
SSA
33
Schonfeld Strategic Advisors
New York
$1.71M +$1.71M +85,874 New
AC
34
ASB Consultores
Florida
$1.6M
HF
35
HRT Financial
New York
$1.58M -$1.59M -79,509 -50%
LCWP
36
Legacy Capital Wealth Partners
Arkansas
$1.49M +$1.49M +74,826 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.48M +$677K +33,894 +84%
LA
38
LM Advisors
California
$1.45M +$1.02M +51,107 +236%
AAA
39
Adams Asset Advisors
Texas
$1.26M
FA
40
Fountainhead AM
New Jersey
$1.18M +$644K +32,265 +121%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$967K +$329K +16,479 +52%
Squarepoint
42
Squarepoint
New York
$946K +$725K +36,313 +328%
ZIG
43
Zuckerman Investment Group
Illinois
$878K +$160K +8,000 +22%
Bank of America
44
Bank of America
North Carolina
$858K +$641K +32,107 +296%
Ameriprise
45
Ameriprise
Minnesota
$852K +$852K +42,564 New
Invesco
46
Invesco
Georgia
$745K +$62.9K +3,153 +9%
GCP
47
GSA Capital Partners
United Kingdom
$721K -$97.9K -4,899 -12%
EA
48
Everpar Advisors
Oklahoma
$719K +$201K +10,059 +39%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$712K +$712K +35,553 New
Osaic Holdings
50
Osaic Holdings
Arizona
$691K +$602K +30,154 +672%