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Morgan Stanley Direct Lending Fund

95 hedge funds and large institutions have $513M invested in Morgan Stanley Direct Lending Fund in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+13
Holders Change %
+15.85%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
51
Reduced
12
Closed
11
Calls
$1.26M
Puts
$2.92M
Net Calls
-$1.66M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$308M +$44.9M +2,247,485 +17%
VanEck Associates
2
VanEck Associates
New York
$37.5M -$872K -43,708 -2%
GAM
3
Generali Asset Management
Italy
$17.6M +$17.6M +881,578 New
UBS Group
4
UBS Group
Switzerland
$12.5M +$9.25M +463,504 +287%
AP
5
Americana Partners
Texas
$7.32M +$4.6M +230,348 +169%
Franklin Resources
6
Franklin Resources
California
$6.46M +$1.71M +85,718 +36%
Wells Fargo
7
Wells Fargo
California
$5.97M +$5.39M +269,954 +921%
Citadel Advisors
8
Citadel Advisors
Florida
$5.52M +$6.89K +345 +0.1%
SWA
9
SFMG Wealth Advisors
Texas
$5.13M +$2.36M +118,195 +85%
C
10
Cliffwater
California
$4.83M -$24M -1,203,819 -83%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$4.82M +$4.2M +210,363 +674%
Two Sigma Investments
12
Two Sigma Investments
New York
$4.78M +$4.78M +239,299 New
MC
13
Muzinich & Co
New York
$4.25M +$2.16M +108,199 +104%
Raymond James Financial
14
Raymond James Financial
Florida
$4.15M +$1.2M +60,242 +41%
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$4M +$1.96M +98,174 +96%
TCM
16
TT Capital Management
California
$3.97M +$3.05M +152,792 +332%
Millennium Management
17
Millennium Management
New York
$3.97M +$3.46M +173,292 +682%
NW
18
Naviter Wealth
Arkansas
$3.6M +$264K +12,753 +8%
SAM
19
Shikiar Asset Management
New York
$3.47M +$1.75M +87,700 +102%
BSG
20
Black Swift Group
Colorado
$3.41M +$2.92M +146,185 +597%
AWM
21
Activest Wealth Management
Florida
$3.1M -$173K -8,677 -5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.1M +$1.08M +53,902 +53%
Stifel Financial
23
Stifel Financial
Missouri
$2.58M +$1.17M +58,836 +83%
LPL Financial
24
LPL Financial
California
$2.43M +$1.31M +65,482 +117%
CSS
25
Cubist Systematic Strategies
Connecticut
$2.42M +$1.37M +68,730 +130%