MSDL icon

Morgan Stanley Direct Lending Fund
MSDL

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$272M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$7.29M
3
NW
3
Naviter Wealth
Arkansas
$3.43M
4
Franklin Resources
4
Franklin Resources
California
$4.91M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.7M

Top Sellers

1
C
1
Cliffwater
California
$29.9M
2
MIM
2
Monashee Investment Management
Massachusetts
$0
3
QC
3
Quadrature Capital
United Kingdom
$0
4
LA
4
LM Advisors
California
$450K
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BSG
51
Black Swift Group
Colorado
$506K +$506K +24,470 New
Two Sigma Advisers
52
Two Sigma Advisers
New York
$494K +$494K +23,900 New
GC
53
Grimes & Company
Massachusetts
$455K +$455K +22,033 New
LA
54
LM Advisors
California
$450K -$371K -17,856 -45%
HWAM
55
Hennion & Walsh Asset Management
New Jersey
$443K +$443K +21,427 New
ET
56
Entropy Technologies
New York
$392K +$392K +18,985 New
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$386K +$386K +18,706 New
CC
58
Centiva Capital
New York
$359K +$136K +6,595 +61%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$352K +$352K +17,029 New
CA
60
Clearstead Advisors
Ohio
$347K +$132K +6,396 +62%
NA
61
Nordwand Advisors
Pennsylvania
$332K +$332K +16,060 New
OWA
62
Opal Wealth Advisors
New York
$312K +$312K +15,105 New
Lido Advisors
63
Lido Advisors
California
$296K +$296K +13,944 New
VEA
64
Virtus ETF Advisers
New York
$286K +$92.2K +4,462 +48%
SA
65
Sanctuary Advisors
Indiana
$286K +$286K +13,563 New
WSFS
66
Wilmington Savings Fund Society
Delaware
$258K +$258K +12,500 New
SIC
67
Samalin Investment Counsel
New York
$229K +$229K +11,074 New
Squarepoint
68
Squarepoint
New York
$229K +$229K +11,064 New
Bank of America
69
Bank of America
North Carolina
$224K +$204K +9,895 +1,029%
IWA
70
Icon Wealth Advisors
Texas
$209K +$209K +10,114 New
TCWM
71
Total Clarity Wealth Management
Illinois
$204K +$204K +9,862 New
Bank of Nova Scotia
72
Bank of Nova Scotia
Ontario, Canada
$200K +$200K +9,689 New
Simplex Trading
73
Simplex Trading
Illinois
$166K +$64.1K +3,112 +63%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$140K +$117K +5,671 +516%
Citigroup
75
Citigroup
New York
$104K +$104K +5,039 New
1 2
3
4