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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
AF
101
Advisornet Financial
Minnesota
$58.7K -$10K -550 -13%
CFD
102
Creative Financial Designs
Indiana
$57.2K
SOW
103
State of Wyoming
Wyoming
$57K +$64.6K +3,543 New
AAS
104
Ameritas Advisory Services
Nebraska
$54.5K +$21.5K +1,178 +53%
AF
105
Allworth Financial
California
$41.9K
NA
106
NewEdge Advisors
Louisiana
$32.2K +$36.5K +2,000 New
BCWM
107
Bartlett & Co Wealth Management
Ohio
$29.8K +$32.8K +1,800 New
PE
108
Point72 Europe
United Kingdom
$19.1K +$21.6K +1,186 New
Comerica Bank
109
Comerica Bank
Texas
$18.3K
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$15.9K -$4.56K -250 -20%
Group One Trading
111
Group One Trading
Illinois
$14.5K
WANY
112
Wealthspire Advisors (New York)
New York
$8.04K +$9.12K +500 New
PD
113
Point72 (DIFC)
United Arab Emirates
$7.57K +$3.12K +171 +57%
TRCT
114
Tower Research Capital (TRC)
New York
$5.61K -$28.8K -1,580 -82%
Barclays
115
Barclays
United Kingdom
$3.57K +$4.05K +222 New
ASN
116
Advisory Services Network
Georgia
$2.29K +$2.59K +142 New
CIAM
117
Caitong International Asset Management
Hong Kong
$48 -$1.4K -77 -96%
HF
118
HRT Financial
New York
-$3.3M -176,399 Closed
MCM
119
MAI Capital Management
Ohio
-$1.83M -97,917 Closed
AC
120
ASB Consultores
Florida
-$1.5M -80,310 Closed
DADC
121
D.A. Davidson & Co
Montana
-$762K -40,731 Closed
NRD
122
Nebula Research & Development
New York
-$438K -23,422 Closed
AI
123
Accredited Investors
Minnesota
-$374K -20,000 Closed
WSFS
124
Wilmington Savings Fund Society
Delaware
-$374K -20,000 Closed
VF
125
Virtu Financial
New York
-$320K -17,107 Closed