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Morgan Stanley Direct Lending Fund

117 hedge funds and large institutions have $505M invested in Morgan Stanley Direct Lending Fund in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

6% more funds holding

Funds holding: 110117 (+7)

4.5% more ownership

Funds ownership: 31.63%36.13% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $521M → $505M (-$16M)

62% less call options, than puts

Call options by funds: $932K | Put options by funds: $2.43M

Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
48
Reduced
35
Closed
15
Calls
$932K
Puts
$2.43M
Net Calls
-$1.49M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$699K -$2.41K -132 -0.3%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$688K +$255K +13,976 +49%
A
53
AlphaQuest
New York
$645K +$731K +40,105 New
Osaic Holdings
54
Osaic Holdings
Arizona
$608K +$49.2K +2,698 +8%
DTL
55
Dynamic Technology Lab
Singapore
$520K +$283K +15,532 +93%
SPIA
56
Steward Partners Investment Advisory
New York
$516K +$526K +28,869 +888%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$498K +$86.8K +4,760 +18%
VIA
58
Virtus Investment Advisers
Connecticut
$487K +$181K +9,922 +49%
Pathstone Holdings
59
Pathstone Holdings
New Jersey
$483K -$135K -7,376 -20%
Squarepoint
60
Squarepoint
New York
$481K -$87.8K -4,813 -14%
Northern Trust
61
Northern Trust
Illinois
$445K -$45.6K -2,502 -8%
ACM
62
Aquatic Capital Management
Illinois
$435K +$494K +27,082 New
OWP
63
Obermeyer Wealth Partners
Colorado
$418K +$474K +26,000 New
EGA
64
Eagle Global Advisors
Texas
$415K
EA
65
Everpar Advisors
Oklahoma
$404K -$63.4K -3,479 -12%
TI
66
TrueMark Investments
Illinois
$402K +$455K +24,976 New
Kovitz Investment Group Partners
67
Kovitz Investment Group Partners
Illinois
$395K +$116K +6,369 +35%
FG
68
Fiduciary Group
Georgia
$392K +$250K +13,726 +129%
NA
69
Nordwand Advisors
Pennsylvania
$391K
BHCM
70
Brevan Howard Capital Management
Jersey
$391K -$93K -5,097 -17%
BPA
71
Beacon Pointe Advisors
California
$378K +$429K +23,500 New
CA
72
Clearstead Advisors
Ohio
$376K
OC
73
Oppenheimer & Co
New York
$371K +$88.8K +4,867 +27%
JP Morgan Chase
74
JP Morgan Chase
New York
$365K -$931K -51,049 -69%
SA
75
Sanctuary Advisors
Indiana
$334K -$3.56K -195 -0.9%