We are live on ! Find out more
MSDL icon

Morgan Stanley Direct Lending Fund

110 hedge funds and large institutions have $521M invested in Morgan Stanley Direct Lending Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

96% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 25

13% more funds holding

Funds holding: 97110 (+13)

2.56% more ownership

Funds ownership: 29.06%31.63% (+2.6%)

1% more capital invested

Capital invested by funds: $514M → $521M (+$7.08M)

21% less call options, than puts

Call options by funds: $1.7M | Put options by funds: $2.15M

Holders
110
Holders Change
+13
Holders Change %
+13.4%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
49
Reduced
25
Closed
11
Calls
$1.7M
Puts
$2.15M
Net Calls
-$451K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$292M +$3.72M +192,523 +1%
VanEck Associates
2
VanEck Associates
New York
$35.9M +$792K +40,983 +2%
GAM
3
Generali Asset Management
Italy
$33M +$17M +880,372 +100%
UBS Group
4
UBS Group
Switzerland
$15.4M +$3.79M +196,052 +31%
MC
5
Muzinich & Co
New York
$8.53M +$4.7M +242,931 +114%
AP
6
Americana Partners
Texas
$7.08M +$219K +11,351 +3%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$6.94M +$3.3M +170,467 +85%
Millennium Management
8
Millennium Management
New York
$6.6M +$2.97M +153,847 +77%
Franklin Resources
9
Franklin Resources
California
$6.55M +$515K +26,652 +8%
Wells Fargo
10
Wells Fargo
California
$5.88M +$286K +14,797 +5%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$4.9M +$391K +20,212 +8%
SWA
12
SFMG Wealth Advisors
Texas
$4.84M +$31.5K +1,630 +0.6%
TCM
13
TT Capital Management
California
$4.45M +$754K +38,990 +20%
Raymond James Financial
14
Raymond James Financial
Florida
$3.95M +$60.7K +3,139 +2%
RCM
15
Rivernorth Capital Management
Florida
$3.88M +$4.01M +207,172 New
NW
16
Naviter Wealth
Arkansas
$3.46M +$116K +6,011 +3%
HF
17
HRT Financial
New York
$3.3M +$1.88M +97,279 +123%
AWM
18
Activest Wealth Management
Florida
$3.21M +$313K +16,179 +10%
LPL Financial
19
LPL Financial
California
$3.21M +$963K +49,808 +41%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.99M +$86.3K +4,462 +3%
SAM
21
Shikiar Asset Management
New York
$2.98M -$285K -14,750 -8%
Two Sigma Investments
22
Two Sigma Investments
New York
$2.87M -$1.66M -86,100 -36%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$2.81M +$1.19M +61,465 +69%
TI
24
Trexquant Investment
Connecticut
$2.65M +$2.74M +141,494 New
Jane Street
25
Jane Street
New York
$2.6M +$2.68M +138,785 New

MSDL Hedge Fund Activity: Q2 2025 in Review

110 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley Direct Lending Fund (MSDL) for Q2 2025, worth a combined $521M — up 1.4% from $514M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MSDL positions and 11 closed out — a net gain of 13 holders — while 49 added to existing stakes and 25 trimmed.

The largest buyer was Generali Asset Management, adding an estimated $17M. The largest seller was Cliffwater, exiting entirely with an estimated $4.83M sold.

  • 110 institutional investors held Morgan Stanley Direct Lending Fund (MSDL) as of Q2 2025, up from 97 in Q1 2025.
  • Funds reported $521M of Morgan Stanley Direct Lending Fund stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 24 funds opened new Morgan Stanley Direct Lending Fund positions in Q2 2025 and 11 closed out, a net change of +13 holders.
  • The largest Morgan Stanley Direct Lending Fund buyer in Q2 2025 was Generali Asset Management, an estimated $17M added.
  • The largest Morgan Stanley Direct Lending Fund seller in Q2 2025 was Cliffwater, an estimated $4.83M sold.

Based on aggregated 13F filings for Q2 2025.