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MSDL

Morgan Stanley Direct Lending Fund

Company with tickers: MSDL

CIK
1782524
CUSIP
61774A103
Shares Outstanding
84,764,712
Price History Institutional Holders Short Volume Short Interest Fails to Deliver Financials SEC Filings Earnings Calls Insider Trades Congressional Trades
Holders: 137
Total Value: $280,196,708
Total Shares: 20,071,402
Showing 1–100 of 142 holdings by value · page 1 of 2

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 137 13F filers · Δ vs Dec 31, 2025
Top Holder
9.1%
−12.6 pts
Top 5
32.0%
−12.2 pts
Top 10
48.9%
−8.7 pts
HHI
346
Broadly held −337

Quarterly Activity

vs Dec 31, 2025
New
132
Increased
4
Decreased
1
Sold Out
130
Unchanged
0
Holder count: +2
Institutional value: -34.0%
Shares held: -22.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Large Rockefeller Capital Management L.P. +46,266 151,034
Mid Hennion & Walsh Asset Management, Inc. +28,454 287,383
Micro Osbon Capital Management LLC +543 11,749
Small SHP Wealth Management +72 2,459

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Mega GOLDMAN SACHS GROUP INC −71,668 88,847

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mid Generali Asset Management SPA SGR 1,829,964 $25,546,297
Mega UBS Group AG 1,596,596 $22,288,479
Mega VAN ECK ASSOCIATES CORP 1,059,856 $14,795,589
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC 1,052,351 $14,690,819
Mega TWO SIGMA INVESTMENTS, LP 889,349 $12,415,312

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega MORGAN STANLEY 5,583,129 $92,009,965
Mid Generali Asset Management SPA SGR 1,829,964 $30,157,806
Mega UBS Group AG 1,668,693 $27,500,060
Mega VAN ECK ASSOCIATES CORP 1,467,748 $24,188,487
Large TWO SIGMA INVESTMENTS, LP 844,770 $13,921,809
100 of 100 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Mid Generali Asset Management SPA SGR $25,546,297 9.12% 1,829,964 View
Mega UBS Group AG $22,288,479 7.95% 1,596,596 View
Mega VAN ECK ASSOCIATES CORP $14,795,589 5.28% 1,059,856 View
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $14,690,819 5.24% 1,052,351 View
Mega TWO SIGMA INVESTMENTS, LP $12,415,312 4.43% 889,349 View
Small Muzinich & Co., Inc. $10,718,515 3.83% 767,802 View
Large Russell Investments Group, Ltd. $10,078,408 3.60% 721,949 View
Mid Altshuler Shaham Ltd $9,080,100 3.24% 650,437 View
Small AMERICAN FINANCIAL GROUP INC $8,815,740 3.15% 631,500 View
Large TORONTO DOMINION BANK $8,686,079 3.10% 622,212 View
Mega MORGAN STANLEY $8,109,851 2.89% 580,935 View
Small DG Capital Management, LLC $8,034,496 2.87% 575,537 View
Mega Sumitomo Mitsui Trust Group, Inc. $7,791,257 2.78% 558,113 View
Mega WELLS FARGO & COMPANY/MN $7,577,431 2.70% 542,796 View
Mid ARES MANAGEMENT LLC $5,751,520 2.05% 412,000 View
Large Trexquant Investment LP $5,714,190 2.04% 409,326 View
Micro TT Capital Management LLC $4,641,239 1.66% 332,467 View
Mid Hennion & Walsh Asset Management, Inc. $4,011,866 1.43% 287,383 View
Mega MILLENNIUM MANAGEMENT LLC $3,853,322 1.38% 276,026 View
Large HighTower Advisors, LLC $3,703,364 1.32% 265,284 View
Mid Americana Partners, LLC $3,590,288 1.28% 257,184 View
Small Fosun International Ltd $3,355,621 1.20% 240,374 View
Small SFMG, LLC $2,913,801 1.04% 208,725 View
Small Liberty Mutual Group Asset Management Inc. $2,858,589 1.02% 204,770 View
Small Activest Wealth Management $2,857,933 1.02% 204,723 View
Mid XTX Topco Ltd $2,679,105 0.96% 191,913 View
Mega FRANKLIN RESOURCES INC $2,607,881 0.93% 186,811 View
Mid Cullen/Frost Bankers, Inc. $2,569,756 0.92% 184,080 View
Mega NEUBERGER BERMAN GROUP LLC $2,262,455 0.81% 162,067 View
Large Point72 Asset Management, L.P. $2,155,717 0.77% 154,421 View
Mega JANE STREET GROUP, LLC $2,114,437 0.75% 151,464 View
Large Rockefeller Capital Management L.P. $2,108,434 0.75% 151,034 View
Small GraniteShares Advisors LLC $1,994,102 0.71% 142,844 View
Small Naviter Wealth, LLC $1,963,152 0.70% 140,627 View
Mid BI Asset Management Fondsmaeglerselskab A/S $1,866,884 0.67% 133,731 View
Large Balyasny Asset Management L.P. $1,629,871 0.58% 116,753 View
Small Adams Asset Advisors, LLC $1,597,470 0.57% 114,432 View
Mega RAYMOND JAMES FINANCIAL INC $1,485,678 0.53% 106,424 View
Mega STATE STREET CORP $1,472,277 0.53% 105,464 View
Small SHIKIAR ASSET MANAGEMENT INC $1,460,216 0.52% 104,600 View
Large RENAISSANCE TECHNOLOGIES LLC $1,415,948 0.51% 101,429 View
Large STIFEL FINANCIAL CORP $1,299,871 0.46% 93,114 View
Mega GOLDMAN SACHS GROUP INC $1,240,304 0.44% 88,847 View
Small Legacy Capital Wealth Partners, LLC $1,201,020 0.43% 86,033 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,158,680 0.41% 83,000 View
Mid HBK INVESTMENTS L P $1,080,504 0.39% 77,400 View
Mega CITADEL ADVISORS LLC $1,075,924 0.38% 77,072 View
Mega CITADEL ADVISORS LLC $1,053,980 0.38% 75,500 View
Large Steward Partners Investment Advisory, LLC $1,047,670 0.37% 75,048 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $996,744 0.36% 71,400 View
Mega LPL Financial LLC $990,475 0.35% 70,951 View
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC $939,801 0.34% 67,321 View
Mega Invesco Ltd. $919,712 0.33% 65,882 View
Large Lido Advisors, LLC $829,545 0.30% 59,423 View
Small DENALI ADVISORS LLC $806,287 0.29% 57,757 View
Mega ROYAL BANK OF CANADA $796,962 0.28% 57,089 View
Mid Aquatic Capital Management LLC $778,688 0.28% 55,780 View
Large Cetera Investment Advisers $750,796 0.27% 53,782 View
Large TRUIST FINANCIAL CORP $717,278 0.26% 51,381 View
Large CAPTRUST FINANCIAL ADVISORS $693,742 0.25% 49,695 View
Large Focus Partners Wealth $681,624 0.24% 48,827 View
Small HOURGLASS CAPITAL, LLC $679,461 0.24% 48,672 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $616,250 0.22% 44,144 View
Micro Closed-End Fund Advisors, Inc. $598,060 0.21% 42,841 View
Mega AMERIPRISE FINANCIAL INC $516,157 0.18% 36,974 View
Small Fiduciary Group, LLC $515,459 0.18% 36,924 View
Small Dynamic Technology Lab Private Ltd $510,433 0.18% 36,564 View
Large Squarepoint Ops LLC $455,207 0.16% 32,608 View
Mid Beacon Pointe Advisors, LLC $453,700 0.16% 32,500 View
Large COMMONWEALTH EQUITY SERVICES, LLC $426,533 0.15% 30,554 View
Large GUGGENHEIM CAPITAL LLC $421,996 0.15% 30,229 View
Mega ENVESTNET ASSET MANAGEMENT INC $408,134 0.15% 29,236 View
Mid Entropy Technologies, LP $401,098 0.14% 28,732 View
Small Virtus Investment Advisers, LLC $394,956 0.14% 28,292 View
Mid NORTHERN TRUST CORP $390,279 0.14% 27,957 View
Mid INFRASTRUCTURE CAPITAL ADVISORS, LLC $362,973 0.13% 26,001 View
Small TrueMark Investments, LLC $362,750 0.13% 25,985 View
Large Marex Group plc $349,000 0.12% 25,000 View
Small NewGen Asset Management Ltd $339,228 0.12% 24,300 View
Mid Clearstead Advisors, LLC $335,040 0.12% 24,000 View
Large NATIONAL BANK OF CANADA /FI/ $331,773 0.12% 23,766 View
Mid OPPENHEIMER & CO INC $318,888 0.11% 22,843 View
Mid Texas Yale Capital Corp. $316,543 0.11% 22,675 View
Mid Quantbot Technologies LP $313,122 0.11% 22,430 View
Mega JPMORGAN CHASE & CO $312,061 0.11% 22,354 View
Micro Global Strategic Investment Solutions, LLC $299,581 0.11% 21,460 View
Small Generali Investments CEE, investicni spolecnost, a.s. $289,279 0.10% 20,722 View
Small Almitas Capital LLC $279,200 0.10% 20,000 View
Large Pathstone Holdings, LLC $268,129 0.10% 19,207 View
Mid Engineers Gate Manager LP $264,053 0.09% 18,915 View
Small EVERPAR ADVISORS LLC $258,916 0.09% 18,547 View
Micro OBSIDIAN CIO, LLC $247,678 0.09% 17,742 View
Mid DRW Securities, LLC $246,798 0.09% 17,679 View
Mid Sanctuary Advisors, LLC $246,659 0.09% 17,669 View
Small Icon Wealth Advisors, LLC $243,071 0.09% 17,412 View
Micro REICON WEALTH ADVISORS, LLC $242,192 0.09% 17,349 View
Mid OSAIC HOLDINGS, INC. $239,344 0.09% 17,145 View
Mid EAGLE GLOBAL ADVISORS LLC $236,133 0.08% 16,915 View
Mid Clear Harbor Asset Management, LLC $229,502 0.08% 16,440 View
Small COWA, LLC $218,278 0.08% 15,636 View
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