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Morgan Stanley Direct Lending Fund

108 hedge funds and large institutions have $520M invested in Morgan Stanley Direct Lending Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+13
Holders Change %
+13.68%
% 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
48
Reduced
25
Closed
11
Calls
$1.7M
Puts
$2.15M
Net Calls
-$451K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$292M +$3.6M +192,523 +1%
VanEck Associates
2
VanEck Associates
New York
$35.9M +$767K +40,983 +2%
GAM
3
Generali Asset Management
Italy
$33M +$16.5M +880,372 +100%
UBS Group
4
UBS Group
Switzerland
$15.4M +$3.67M +196,052 +31%
MC
5
Muzinich & Co
New York
$8.53M +$4.55M +242,931 +114%
AP
6
Americana Partners
Texas
$7.08M +$212K +11,351 +3%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$6.94M +$3.19M +170,467 +85%
Millennium Management
8
Millennium Management
New York
$6.6M +$2.88M +153,847 +77%
Franklin Resources
9
Franklin Resources
California
$6.55M +$499K +26,652 +8%
Wells Fargo
10
Wells Fargo
California
$5.88M +$277K +14,797 +5%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$4.9M +$378K +20,212 +8%
SWA
12
SFMG Wealth Advisors
Texas
$4.84M +$30.5K +1,630 +0.6%
TCM
13
TT Capital Management
California
$4.45M +$730K +38,990 +20%
Raymond James Financial
14
Raymond James Financial
Florida
$3.95M +$58.8K +3,139 +2%
RCM
15
Rivernorth Capital Management
Florida
$3.88M +$3.88M +207,172 New
NW
16
Naviter Wealth
Arkansas
$3.46M +$115K +6,011 +3%
HF
17
HRT Financial
New York
$3.3M +$1.82M +97,279 +123%
AWM
18
Activest Wealth Management
Florida
$3.21M +$303K +16,179 +10%
LPL Financial
19
LPL Financial
California
$3.21M +$932K +49,808 +41%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.99M +$83.5K +4,462 +3%
SAM
21
Shikiar Asset Management
New York
$2.98M -$276K -14,750 -8%
Two Sigma Investments
22
Two Sigma Investments
New York
$2.87M -$1.61M -86,100 -36%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$2.81M +$1.15M +61,465 +69%
TI
24
Trexquant Investment
Connecticut
$2.65M +$2.65M +141,494 New
Jane Street
25
Jane Street
New York
$2.6M +$2.6M +138,785 New