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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
KAS
151
Kestra Advisory Services
Texas
-$80.5K -4,882 Closed
NA
152
NewEdge Advisors
Louisiana
-$33K -2,000 Closed
Group One Trading
153
Group One Trading
Illinois
-$13.9K -900 Closed
DT
154
DV Trading
Illinois
-$6.59K -400 Closed
CI
155
CX Institutional
Indiana
-$2K -100 Closed
AssetMark Inc
156
AssetMark Inc
California
-$534 -30 Closed
EP
157
Essential Partners
California
-$247 -15 Closed
CIAM
158
Caitong International Asset Management
Hong Kong
-$49 -3 Closed