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Morgan Stanley Direct Lending Fund

137 hedge funds and large institutions have $497M invested in Morgan Stanley Direct Lending Fund in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

3% more funds holding

Funds holding: 133137 (+4)

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

0.26% less ownership

Funds ownership: 41.81%41.55% (-0.26%)

17% less capital invested

Capital invested by funds: $598M → $497M (-$101M)

25% less call options, than puts

Call options by funds: $2.1M | Put options by funds: $2.81M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
26
Increased
47
Reduced
43
Closed
21
Calls
$2.1M
Puts
$2.81M
Net Calls
-$708K
Net Calls Change
+$405K
Name Holding Trade Value Shares
Change
Change in
Stake
XT
26
XTX Topco
Cayman Islands
$2.68M +$1.71M +110,314 +135%
Franklin Resources
27
Franklin Resources
California
$2.61M -$2.85M -184,283 -50%
CFB
28
Cullen/Frost Bankers
Texas
$2.57M
Neuberger Berman Group
29
Neuberger Berman Group
New York
$2.26M -$62.5K -4,041 -2%
ECM
30
ExodusPoint Capital Management
New York
$2.24M +$2.48M +160,332 New
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$2.16M -$379K -24,476 -14%
Jane Street
32
Jane Street
New York
$2.11M -$4.2M -271,701 -64%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$2.11M +$716K +46,266 +44%
NW
34
Naviter Wealth
Arkansas
$2.03M +$281K +18,149 +15%
GA
35
GraniteShares Advisors
New York
$1.99M -$253K -16,340 -10%
BAMF
36
BI Asset Management Fondsmaeglerselskab
Denmark
$1.87M +$61.6K +3,980 +3%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$1.63M +$1.63M +105,186 +909%
AAA
38
Adams Asset Advisors
Texas
$1.6M +$47K +3,035 +3%
State Street
39
State Street
Massachusetts
$1.52M +$1.63M +105,464 New
Raymond James Financial
40
Raymond James Financial
Florida
$1.49M -$1.07M -68,882 -39%
SAM
41
Shikiar Asset Management
New York
$1.46M -$401K -25,900 -20%
Renaissance Technologies
42
Renaissance Technologies
New York
$1.42M -$496K -32,071 -24%
Stifel Financial
43
Stifel Financial
Missouri
$1.3M -$9.71K -628 -0.7%
Goldman Sachs
44
Goldman Sachs
New York
$1.24M -$1.11M -71,668 -45%
LCWP
45
Legacy Capital Wealth Partners
Arkansas
$1.2M +$140K +9,051 +12%
Citadel Advisors
46
Citadel Advisors
Florida
$1.08M -$2.37M -153,228 -67%
SPIA
47
Steward Partners Investment Advisory
New York
$1.05M +$103K +6,644 +10%
LPL Financial
48
LPL Financial
California
$990K -$57.1K -3,690 -5%
CIM
49
Confluence Investment Management
Missouri
$940K -$74.8K -4,835 -7%
Invesco
50
Invesco
Georgia
$920K +$587K +37,967 +136%