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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
AQR Capital Management
101
AQR Capital Management
Connecticut
$196K
CA
102
Commerce Advisors
Tennessee
$194K +$215K +13,891 New
SC
103
Sapient Capital
Indiana
$187K
CC
104
Centiva Capital
New York
$185K -$149K -9,623 -42%
GC
105
Gilbert & Cook
Iowa
$169K
JF
106
Jump Financial
Illinois
$168K +$186K +12,029 New
OCM
107
Osbon Capital Management
Massachusetts
$164K +$8.4K +543 +5%
VHAM
108
Van Hulzen Asset Management
California
$162K
BHCM
109
Brevan Howard Capital Management
Jersey
$155K +$172K +11,115 New
SM
110
Sweeney & Michel
California
$154K +$162K +10,500 New
Bank of America
111
Bank of America
North Carolina
$143K -$626K -40,440 -80%
CWA
112
Cura Wealth Advisors
Illinois
$142K
KFA
113
Kelleher Financial Advisors
New York
$142K +$4.08K +264 +3%
BMCM
114
Black Maple Capital Management
Wisconsin
$140K +$155K +10,000 New
ACM
115
AREX Capital Management
New York
$133K +$147K +9,500 New
Simplex Trading
116
Simplex Trading
Illinois
$82.3K +$91.2K +5,896 New
HI
117
Harbour Investments
Wisconsin
$78.4K
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$74K -$1.55K -100 -2%
LA
119
LM Advisors
California
$73K -$3.34K -216 -17%
TRCT
120
Tower Research Capital (TRC)
New York
$68.9K +$55.7K +3,602 +271%
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.6K -$5.11K -330 -7%
SIS
122
Sound Income Strategies
Florida
$55.4K
CFD
123
Creative Financial Designs
Indiana
$49.6K
RhumbLine Advisers
124
RhumbLine Advisers
Massachusetts
$43.2K +$1.42K +92 +3%
SS
125
Sunbelt Securities
Texas
$41.9K +$46.4K +3,000 New