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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 %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$274K +$274K +13,722 New
CL
77
COWA LLC
Oklahoma
$268K +$268K +13,436 New
OC
78
Oppenheimer & Co
New York
$266K +$266K +13,346 New
Kovitz Investment Group Partners
79
Kovitz Investment Group Partners
Illinois
$251K +$251K +12,585 New
GC
80
Gilbert & Cook
Iowa
$242K +$242K +12,131 New
PC
81
Promus Capital
Illinois
$240K +$240K +12,000 New
Northern Trust
82
Northern Trust
Illinois
$236K +$236K +11,841 New
SIC
83
Samalin Investment Counsel
New York
$227K +$5.47K +274 +2%
TCWM
84
Total Clarity Wealth Management
Illinois
$204K
AI
85
Accredited Investors
Minnesota
$200K +$200K +10,000 New
Citigroup
86
Citigroup
New York
$108K +$7.8K +391 +8%
SOW
87
State of Wyoming
Wyoming
$108K +$108K +5,412 New
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K +$103K +5,169 New
CFD
89
Creative Financial Designs
Indiana
$71K +$71K +3,555 New
AF
90
Advisornet Financial
Minnesota
$65.9K +$65.9K +3,300 New
Comerica Bank
91
Comerica Bank
Texas
$53.7K +$2.44K +122 +5%
AF
92
Allworth Financial
California
$31.1K
TRCT
93
Tower Research Capital (TRC)
New York
$25.9K +$9.7K +486 +60%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$24.8K -$469K -23,484 -95%
SPIA
95
Steward Partners Investment Advisory
New York
$20K
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
-$2.71M -131,395 Closed
Marshall Wace
97
Marshall Wace
United Kingdom
-$2.06M -99,913 Closed
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
-$1.29M -62,491 Closed
Jane Street
99
Jane Street
New York
-$850K -41,146 Closed
XT
100
XTX Topco
Cayman Islands
-$602K -29,142 Closed