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Morgan Stanley Direct Lending Fund

137 hedge funds and large institutions have $497M invested in Morgan Stanley Direct Lending Fund in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

3% more funds holding

Funds holding: 133137 (+4)

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

0.26% less ownership

Funds ownership: 41.81%41.55% (-0.26%)

17% less capital invested

Capital invested by funds: $598M → $497M (-$101M)

25% less call options, than puts

Call options by funds: $2.1M | Put options by funds: $2.81M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
26
Increased
47
Reduced
43
Closed
21
Calls
$2.1M
Puts
$2.81M
Net Calls
-$708K
Net Calls Change
+$405K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$222M -$30.5K -1,974 -0%
GAM
2
Generali Asset Management
Italy
$25.5M
UBS Group
3
UBS Group
Switzerland
$22.3M -$1.12M -72,097 -4%
VanEck Associates
4
VanEck Associates
New York
$20M -$6.29M -406,858 -22%
RCM
5
Rivernorth Capital Management
Florida
$14.7M +$4.45M +287,808 +38%
Two Sigma Investments
6
Two Sigma Investments
New York
$12.4M +$690K +44,579 +5%
MC
7
Muzinich & Co
New York
$10.7M +$20.9K +1,351 +0.2%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$10.1M +$7.42M +479,532 +198%
AS
9
Altshuler Shaham
Israel
$9.08M
AFG
10
American Financial Group
Ohio
$8.82M +$1.55M +100,000 +19%
Toronto Dominion Bank
11
Toronto Dominion Bank
Ontario, Canada
$8.69M -$1.41M -91,429 -13%
DCM
12
DG Capital Management
New York
$8.03M +$8.9M +575,537 New
Sumitomo Mitsui Trust Group
13
Sumitomo Mitsui Trust Group
Japan
$7.79M
Wells Fargo
14
Wells Fargo
California
$7.58M +$2.08M +134,380 +33%
AM
15
Ares Management
California
$5.75M +$4.83M +312,000 +312%
TI
16
Trexquant Investment
Connecticut
$5.71M -$600K -38,771 -9%
TCM
17
TT Capital Management
California
$4.64M +$457K +29,521 +10%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$4.01M +$440K +28,454 +11%
Millennium Management
19
Millennium Management
New York
$3.85M +$114K +7,380 +3%
HighTower Advisors
20
HighTower Advisors
Illinois
$3.7M +$4.1M +265,284 New
AP
21
Americana Partners
Texas
$3.59M -$4.56M -294,592 -53%
FI
22
Fosun International
China
$3.36M +$286K +18,502 +8%
SWA
23
SFMG Wealth Advisors
Texas
$2.91M -$454K -29,320 -12%
LMGAM
24
Liberty Mutual Group Asset Management
Massachusetts
$2.86M -$2.4M -155,003 -43%
AWM
25
Activest Wealth Management
Florida
$2.86M +$141K +9,102 +5%