We are live on ! Find out more
MSDL icon

Morgan Stanley Direct Lending Fund

133 hedge funds and large institutions have $598M invested in Morgan Stanley Direct Lending Fund in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

19% more capital invested

Capital invested by funds: $505M → $598M (+$93.7M)

14% more funds holding

Funds holding: 117133 (+16)

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

5.68% more ownership

Funds ownership: 36.13%41.81% (+5.7%)

34% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $3.27M

Holders
133
Holders Change
+16
Holders Change %
+13.68%
% of All Funds
1.62%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
42
Increased
42
Reduced
37
Closed
22
Calls
$2.15M
Puts
$3.27M
Net Calls
-$1.11M
Net Calls Change
+$381K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
SFMG Wealth Advisors
Texas
$3.92M -$360K -21,300 -8%
Citadel Advisors
27
Citadel Advisors
Florida
$3.8M +$2.69M +159,391 +225%
FI
28
Fosun International
China
$3.66M +$3.75M +221,872 New
AWM
29
Activest Wealth Management
Florida
$3.22M +$1.19M +70,334 +56%
CFB
30
Cullen/Frost Bankers
Texas
$3.03M +$3.11M +184,080 New
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$2.95M +$3.02M +178,897 New
JP Morgan Chase
32
JP Morgan Chase
New York
$2.94M +$2.63M +155,599 +686%
Raymond James Financial
33
Raymond James Financial
Florida
$2.89M -$648K -38,313 -18%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$2.74M -$323K -19,098 -10%
Goldman Sachs
35
Goldman Sachs
New York
$2.65M +$44.8K +2,649 +2%
GA
36
GraniteShares Advisors
New York
$2.62M +$2.69M +159,184 New
Renaissance Technologies
37
Renaissance Technologies
New York
$2.2M -$6.58M -389,288 -74%
SAM
38
Shikiar Asset Management
New York
$2.15M +$162K +9,600 +8%
SSA
39
Schonfeld Strategic Advisors
New York
$2.15M +$2.2M +130,312 New
BAMF
40
BI Asset Management Fondsmaeglerselskab
Denmark
$2.14M +$1.28M +75,866 +141%
NW
41
Naviter Wealth
Arkansas
$2.08M -$657K -38,851 -24%
AAA
42
Adams Asset Advisors
Texas
$1.84M +$29.8K +1,764 +2%
QT
43
Quantbot Technologies
New York
$1.79M +$1.62M +95,810 +753%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$1.73M +$117K +6,911 +7%
AM
45
Ares Management
California
$1.65M +$1.69M +100,000 New
Stifel Financial
46
Stifel Financial
Missouri
$1.54M -$772K -45,683 -33%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.46M +$711K +42,064 +91%
XT
48
XTX Topco
Cayman Islands
$1.34M +$1.38M +81,599 New
ACM
49
Aquatic Capital Management
Illinois
$1.27M +$849K +50,242 +186%
LCWP
50
Legacy Capital Wealth Partners
Arkansas
$1.27M +$104K +6,155 +9%