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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 %
VF
76
Virtu Financial
New York
$320K -$112K -5,973 -26%
DTL
77
Dynamic Technology Lab
Singapore
$314K +$314K +16,791 New
CCG
78
Catalina Capital Group
California
$301K +$301K +16,098 New
IWA
79
Icon Wealth Advisors
Texas
$300K +$7.53K +402 +3%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$299K +$299K +15,966 New
HighTower Advisors
81
HighTower Advisors
Illinois
$289K -$324K -17,295 -53%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$272K +$272K +14,539 New
EGM
83
Engineers Gate Manager
New York
$257K +$257K +13,709 New
CL
84
COWA LLC
Oklahoma
$252K
GC
85
Grimes & Company
Massachusetts
$242K -$92.6K -4,945 -28%
Simplex Trading
86
Simplex Trading
Illinois
$240K -$95.1K -5,082 -28%
GC
87
Gilbert & Cook
Iowa
$227K
PC
88
Promus Capital
Illinois
$225K
SIC
89
Samalin Investment Counsel
New York
$216K +$3.73K +199 +2%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$214K -$43.5K -2,317 -17%
SM
91
Sciencast Management
New Jersey
$210K -$356K -18,994 -63%
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$210K +$210K +11,200 New
FG
93
Fiduciary Group
Georgia
$199K +$199K +10,629 New
QT
94
Quantbot Technologies
New York
$118K +$118K +6,294 New
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.2K +$1.42K +76 +1%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$95.3K +$95.3K +5,100 New
AF
97
Advisornet Financial
Minnesota
$78.6K +$16.8K +900 +27%
CFD
98
Creative Financial Designs
Indiana
$66.6K
SPIA
99
Steward Partners Investment Advisory
New York
$60.8K +$42.1K +2,250 +225%
AF
100
Allworth Financial
California
$48.8K +$18.7K +1,000 +62%