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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
ASN
126
Advisory Services Network
Georgia
$36K +$39.9K +2,578 New
SWM
127
SHP Wealth Management
Massachusetts
$34.3K +$1.11K +72 +3%
Barclays
128
Barclays
United Kingdom
$20K +$22.1K +1,431 New
HCM
129
Hollencrest Capital Management
California
$17.4K +$19.3K +1,250 New
BCWM
130
Bartlett & Co Wealth Management
Ohio
$14.2K
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$14.1K +$278 +18 +2%
AF
132
Allworth Financial
California
$14K
MWA
133
Merkkuri Wealth Advisors
New York
$4.31K +$4.78K +309 New
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$4.27K +$4.73K +306 New
AF
135
Advisornet Financial
Minnesota
$4.02K -$44.3K -2,862 -91%
AW
136
Avion Wealth
Texas
$4K
AUB
137
Atlantic Union Bankshares
Virginia
$2.93K +$3.25K +210 New
HF
138
HRT Financial
New York
-$6.5M -394,241 Closed
THC
139
Truffle Hound Capital
Maryland
-$5.27M -320,000 Closed
Two Sigma Advisers
140
Two Sigma Advisers
New York
-$4.11M -249,400 Closed
SSA
141
Schonfeld Strategic Advisors
New York
-$2.15M -130,312 Closed
A
142
AlphaQuest
New York
-$890K -54,024 Closed
MCM
143
MAI Capital Management
Ohio
-$828K -50,216 Closed
QC
144
Quadrature Capital
United Kingdom
-$805K -48,867 Closed
VF
145
Virtu Financial
New York
-$523K -31,736 Closed
JIP
146
Jaffetilchin Investment Partners
Florida
-$333K -20,192 Closed
Nomura Holdings
147
Nomura Holdings
Japan
-$287K -17,387 Closed
SM
148
Sciencast Management
New Jersey
-$203K -12,336 Closed
GC
149
Grimes & Company
Massachusetts
-$174K -10,579 Closed
OAM
150
Oxford Asset Management
United Kingdom
-$171K -10,403 Closed