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Morgan Stanley Direct Lending Fund

82 hedge funds and large institutions have $432M invested in Morgan Stanley Direct Lending Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 36 increasing their positions, 4 reducing their positions, and 7 closing their positions.

Holders
82
Holders Change
+30
Holders Change %
+57.69%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
36
Reduced
4
Closed
7
Calls
$343K
Puts
$2.37M
Net Calls
-$2.03M
Net Calls Change
-$650K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$272M 13,173,953 +1,634,786 +14%
VanEck Associates
2
VanEck Associates
New York
$39.7M 1,922,174 +71,855 +4%
C
3
Cliffwater
California
$29.9M 1,446,014 -678,014 -32%
Renaissance Technologies
4
Renaissance Technologies
New York
$7.29M 352,700 +335,800 +1,987%
Citadel Advisors
5
Citadel Advisors
Florida
$5.7M 276,005 +148,339 +116%
Franklin Resources
6
Franklin Resources
California
$4.91M 237,754 +160,536 +208%
NW
7
Naviter Wealth
Arkansas
$3.43M 161,561 +161,561 New
AWM
8
Activest Wealth Management
Florida
$3.39M 164,060 +83,217 +103%
UBS Group
9
UBS Group
Switzerland
$3.33M 161,272 +95,910 +147%
HF
10
HRT Financial
New York
$3.28M 158,629 +94,686 +148%
Raymond James Financial
11
Raymond James Financial
Florida
$3.05M 147,660 +147,660 New
SWA
12
SFMG Wealth Advisors
Texas
$2.86M 138,620 +138,620 New
AP
13
Americana Partners
Texas
$2.82M 136,455 +136,455 New
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$2.71M 131,395 +131,395 New
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$2.59M 125,416 +96,544 +334%
MC
16
Muzinich & Co
New York
$2.16M 104,501 +101,079 +2,954%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$2.11M 102,118 +102,118 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.09M 101,330 +23,697 +31%
Marshall Wace
19
Marshall Wace
United Kingdom
$2.06M 99,913 +55,908 +127%
DA
20
Denali Advisors
California
$1.92M 92,836 +92,836 New
SAM
21
Shikiar Asset Management
New York
$1.78M 86,150 +86,150 New
AC
22
ASB Consultores
Florida
$1.66M 80,310
Stifel Financial
23
Stifel Financial
Missouri
$1.46M 70,487 +31,862 +82%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.42M 68,785 +68,785 New
AAA
25
Adams Asset Advisors
Texas
$1.3M 62,992 +37,992 +152%