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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 %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$679K +$679K +34,032 New
HighTower Advisors
52
HighTower Advisors
Illinois
$654K +$112K +5,635 +21%
NA
53
Nordwand Advisors
Pennsylvania
$622K +$302K +15,126 +94%
SM
54
Sciencast Management
New Jersey
$603K +$603K +30,230 New
ET
55
Entropy Technologies
New York
$580K +$201K +10,073 +53%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$552K +$212K +10,640 +62%
CIM
57
Confluence Investment Management
Missouri
$537K +$15.5K +779 +3%
EGA
58
Eagle Global Advisors
Texas
$515K
DADC
59
D.A. Davidson & Co
Montana
$489K +$489K +24,474 New
CA
60
Clearstead Advisors
Ohio
$467K +$132K +6,594 +39%
Truist Financial
61
Truist Financial
North Carolina
$464K -$79.5K -3,981 -15%
VF
62
Virtu Financial
New York
$461K +$461K +23,080 New
GIC
63
Generali Investments CEE
Czech Republic
$438K +$438K +21,922 New
OWA
64
Opal Wealth Advisors
New York
$437K +$136K +6,803 +45%
BAMF
65
BI Asset Management Fondsmaeglerselskab
Denmark
$432K +$332K +16,624 +332%
VIA
66
Virtus Investment Advisers
Connecticut
$422K +$422K +21,135 New
WSFS
67
Wilmington Savings Fund Society
Delaware
$399K +$150K +7,500 +60%
ECM
68
ExodusPoint Capital Management
New York
$357K -$620K -31,111 -63%
Simplex Trading
69
Simplex Trading
Illinois
$357K +$196K +9,840 +122%
GC
70
Grimes & Company
Massachusetts
$357K -$83K -4,160 -19%
Lido Advisors
71
Lido Advisors
California
$320K +$34.5K +1,685 +12%
Creative Planning
72
Creative Planning
Kansas
$318K +$318K +15,934 New
IWA
73
Icon Wealth Advisors
Texas
$311K +$110K +5,490 +54%
Renaissance Technologies
74
Renaissance Technologies
New York
$295K -$6.75M -337,936 -96%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$285K +$285K +14,257 New