Morgan Stanley Direct Lending Fund
MSDL- Exchange
- NYSE
- SEC CIK
- 0001782524
No open-market purchases or sales by Morgan Stanley Direct Lending Fund insiders were filed in the last 90 days; 140 institutions reported holding it in 13F filings for Q2 2026, worth $583.0M in total; no superinvestor holds it.
Q4 2025 vs. Q3 2025
How the institutions holding Morgan Stanley Direct Lending Fund changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 118 | 4 | 134 | +20 |
| Shares | 31.4M | 68.6K | 36.3M | +5.00M (+16.0%) |
| Value | $504.7M | $1.10M | $598.3M | +$94.8M (+18.8%) |
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (42)
Institutions that held Morgan Stanley Direct Lending Fund at the end of Q4 2025 but not at the end of Q3 2025.
Sold out (22)
Institutions that held Morgan Stanley Direct Lending Fund at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Marshall Wace, LLP | 543,182 | $8.73M |
| Zuckerman Investment Group, LLC | 46,000 | $739.7K |
| Dynamic Technology Lab Private Ltd | 32,323 | $520.0K |
| Obermeyer Wood Investment Counsel, LLLP | 26,000 | $418.1K |
| Eagle Global Advisors LLC | 25,800 | $414.9K |
| Kovitz Investment Group Partners, LLC | 24,392 | $394.7K |
| Nordwand Advisors, LLC | 24,336 | $391.3K |
| Brevan Howard Capital Management LP | 24,309 | $390.9K |
| Opal Wealth Advisors, LLC | 14,630 | $235.3K |
| Gsa Capital Partners LLP | 14,116 | $227.0K |
| MQS Management LLC | 14,096 | $226.7K |
| Samalin Investment Counsel, LLC | 10,977 | $176.5K |
| Elevate Capital Advisors, LLC | 10,773 | $173.2K |
| Simplex Trading, LLC | 9,634 | $154.0K |
| Keystone Financial Group | 4,480 | $72.0K |
| US Bancorp | 3,707 | $59.6K |
| State of Wyoming | 3,543 | $57.0K |
| Ameritas Advisory Services, LLC | 3,388 | $54.5K |
| Comerica Bank | 1,137 | $18.3K |
| Wealthspire Advisors, LLC | 500 | $8.04K |
| Barclays PLC | 222 | $3.57K |
| Advisory Services Network, LLC | 142 | $2.29K |
Not filed for Q4 2025 yet (4)
Institutions that held Morgan Stanley Direct Lending Fund at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Cubist Systematic Strategies, LLC | 54,973 | $884.0K |
| Promus Capital, LLC | 12,000 | $193.0K |
| Point72 Europe (London) LLP | 1,186 | $19.1K |
| Point72 (DIFC) Ltd | 471 | $7.57K |