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Morgan Stanley Direct Lending Fund

132 hedge funds and large institutions have $598M invested in Morgan Stanley Direct Lending Fund in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

13% more funds holding

Funds holding: 117132 (+15)

5.68% more ownership

Funds ownership: 36.13%41.81% (+5.7%)

34% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $3.27M

Holders
132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.15M
Puts
$3.27M
Net Calls
Net Calls Change

Top Buyers

1 +$11.9M
2 +$11M
3 +$8.99M
4
Two Sigma Investments
Two Sigma Investments
New York
+$8.51M
5
HF
HRT Financial
New York
+$6.67M

Top Sellers

1 -$8.73M
2 -$6.58M
3 -$3.8M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.78M
5
CC
Centiva Capital
New York
-$2.16M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
101
Gilbert & Cook
Iowa
$200K
VHAM
102
Van Hulzen Asset Management
California
$191K
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$191K
OCM
104
Osbon Capital Management
Massachusetts
$185K
DS
105
DRW Securities
Illinois
$176K
GC
106
Grimes & Company
Massachusetts
$174K
OAM
107
Oxford Asset Management
United Kingdom
$171K
CWA
108
Cura Wealth Advisors
Illinois
$168K
ICA
109
Infrastructure Capital Advisors
New York
$165K
KFA
110
Kelleher Financial Advisors
New York
$163K
HI
111
Harbour Investments
Wisconsin
$92.6K
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$89K
KAS
113
Kestra Advisory Services
Texas
$80.5K
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.7K
LA
115
LM Advisors
California
$74.6K
SIS
116
Sound Income Strategies
Florida
$66.3K
CFD
117
Creative Financial Designs
Indiana
$58.6K
AF
118
Advisornet Financial
Minnesota
$51.9K
RhumbLine Advisers
119
RhumbLine Advisers
Massachusetts
$49.4K
DE
120
DV Equities
Illinois
$41.2K
SWM
121
SHP Wealth Management
Massachusetts
$39.3K
NA
122
NewEdge Advisors
Louisiana
$33K
TRCT
123
Tower Research Capital (TRC)
New York
$21.9K
AF
124
Allworth Financial
California
$16.5K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$16.3K