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Morgan Stanley Direct Lending Fund

108 hedge funds and large institutions have $520M invested in Morgan Stanley Direct Lending Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+13
Holders Change %
+13.68%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
48
Reduced
25
Closed
11
Calls
$1.7M
Puts
$2.15M
Net Calls
-$451K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
Renaissance Technologies
51
Renaissance Technologies
New York
$667K +$390K +20,856 +141%
Squarepoint
52
Squarepoint
New York
$650K -$237K -12,665 -27%
Northern Trust
53
Northern Trust
Illinois
$564K +$343K +18,313 +155%
MM
54
MQS Management
New York
$557K +$557K +29,732 New
BHCM
55
Brevan Howard Capital Management
Jersey
$550K +$550K +29,406 New
BAMF
56
BI Asset Management Fondsmaeglerselskab
Denmark
$540K +$135K +7,221 +33%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$539K +$21.2K +1,133 +4%
EA
58
Everpar Advisors
Oklahoma
$536K -$139K -7,419 -21%
Lido Advisors
59
Lido Advisors
California
$527K +$226K +11,783 +75%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$490K +$223K +11,923 +84%
EGA
61
Eagle Global Advisors
Texas
$483K
Osaic Holdings
62
Osaic Holdings
Arizona
$465K -$195K -10,248 -30%
NA
63
Nordwand Advisors
Pennsylvania
$456K -$128K -6,850 -22%
NRD
64
Nebula Research & Development
New York
$438K +$438K +23,422 New
CA
65
Clearstead Advisors
Ohio
$438K
GIC
66
Generali Investments CEE
Czech Republic
$410K
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$403K -$234K -12,510 -37%
VIA
68
Virtus Investment Advisers
Connecticut
$382K -$14.1K -755 -4%
WSFS
69
Wilmington Savings Fund Society
Delaware
$374K
AI
70
Accredited Investors
Minnesota
$374K +$187K +10,000 +100%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$342K +$342K +18,247 New
OC
72
Oppenheimer & Co
New York
$341K +$91.1K +4,867 +36%
Kovitz Investment Group Partners
73
Kovitz Investment Group Partners
Illinois
$340K +$103K +5,438 +43%
OWA
74
Opal Wealth Advisors
New York
$334K -$76.1K -4,064 -19%
GSIS
75
Global Strategic Investment Solutions
Arizona
$323K +$323K +17,234 New