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Morgan Stanley Direct Lending Fund

52 hedge funds and large institutions have $334M invested in Morgan Stanley Direct Lending Fund in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
+34
Holders Change %
+188.89%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
10
Reduced
3
Closed
5
Calls
$386K
Puts
$1.77M
Net Calls
-$1.38M
Net Calls Change
-$1.38M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$228M 11,539,167 +1,797,256 +18%
C
2
Cliffwater
California
$42M 2,124,028 -58,562 -3%
VanEck Associates
3
VanEck Associates
New York
$36.2M 1,850,319 +70,076 +4%
Citadel Advisors
4
Citadel Advisors
Florida
$2.53M 127,666 +8,489 +7%
RJA
5
Raymond James & Associates
Florida
$2.45M 123,822 +97,893 +378%
AWM
6
Activest Wealth Management
Florida
$1.6M 80,843 +80,843 New
AC
7
ASB Consultores
Florida
$1.59M 80,310 +80,310 New
Franklin Resources
8
Franklin Resources
California
$1.56M 77,218 +77,218 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.54M 77,633 +72,065 +1,294%
UBS Group
10
UBS Group
Switzerland
$1.29M 65,362 -536 -0.8%
HF
11
HRT Financial
New York
$1.26M 63,943 +63,943 New
MIM
12
Monashee Investment Management
Massachusetts
$889K 44,956 -17,359 -28%
Marshall Wace
13
Marshall Wace
United Kingdom
$870K 44,005 +44,005 New
LA
14
LM Advisors
California
$781K 39,506 +39,506 New
Stifel Financial
15
Stifel Financial
Missouri
$764K 38,625 +4,025 +12%
Millennium Management
16
Millennium Management
New York
$706K 35,671 +35,671 New
Invesco
17
Invesco
Georgia
$585K 29,588 +29,588 New
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$571K 28,872 +28,072 +3,509%
LPL Financial
19
LPL Financial
California
$566K 28,612 +28,612 New
FA
20
Fountainhead AM
New Jersey
$515K 26,031 +26,031 New
EGA
21
Eagle Global Advisors
Texas
$510K 25,800 +25,800 New
CIM
22
Confluence Investment Management
Missouri
$510K 25,777 +25,777 New
AAA
23
Adams Asset Advisors
Texas
$495K 25,000 +25,000 New
QC
24
Quadrature Capital
United Kingdom
$437K 22,112 +22,112 New
Wells Fargo
25
Wells Fargo
California
$419K 21,204 +6,541 +45%