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Morgan Stanley Direct Lending Fund

137 hedge funds and large institutions have $497M invested in Morgan Stanley Direct Lending Fund in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

3% more funds holding

Funds holding: 133137 (+4)

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

0.26% less ownership

Funds ownership: 41.81%41.55% (-0.26%)

17% less capital invested

Capital invested by funds: $598M → $497M (-$101M)

25% less call options, than puts

Call options by funds: $2.1M | Put options by funds: $2.81M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
26
Increased
47
Reduced
43
Closed
21
Calls
$2.1M
Puts
$2.81M
Net Calls
-$708K
Net Calls Change
+$405K
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
76
NewGen Asset Management
Ontario, Canada
$339K +$376K +24,300 New
CA
77
Clearstead Advisors
Ohio
$335K
National Bank of Canada
78
National Bank of Canada
Quebec, Canada
$332K +$69.9K +4,521 +23%
OC
79
Oppenheimer & Co
New York
$319K
TYCC
80
Texas Yale Capital Corp
Florida
$317K +$351K +22,675 New
JP Morgan Chase
81
JP Morgan Chase
New York
$315K -$2.41M -155,919 -87%
QT
82
Quantbot Technologies
New York
$313K -$1.33M -86,106 -79%
GSIS
83
Global Strategic Investment Solutions
Arizona
$300K +$2.57K +166 +0.8%
GIC
84
Generali Investments CEE
Czech Republic
$289K
AC
85
Almitas Capital
California
$279K
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$270K -$245K -15,845 -45%
EGM
87
Engineers Gate Manager
New York
$264K +$293K +18,915 New
IWA
88
Icon Wealth Advisors
Texas
$263K +$8.03K +519 +3%
EA
89
Everpar Advisors
Oklahoma
$259K
FA
90
Fountainhead AM
New Jersey
$248K +$8.07K +522 +3%
DS
91
DRW Securities
Illinois
$247K +$108K +6,970 +65%
SA
92
Sanctuary Advisors
Indiana
$247K -$13.2K -855 -5%
RWA
93
Reicon Wealth Advisors
Georgia
$242K +$67.8K +4,380 +34%
Osaic Holdings
94
Osaic Holdings
Arizona
$239K -$242K -15,662 -48%
EGA
95
Eagle Global Advisors
Texas
$236K +$262K +16,915 New
CHAM
96
Clear Harbor Asset Management
Connecticut
$230K +$39.1K +2,530 +18%
CL
97
COWA LLC
Oklahoma
$218K +$34K +2,200 +16%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$216K +$239K +15,444 New
CG
99
CFO4Life Group
Texas
$207K +$229K +14,813 New
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$203K -$5.62K -363 -2%