Who Owns MSDL?
Morgan Stanley Direct Lending Fund — Institutional Ownership & 13F Holdings
$15.43
+0.34 (+2.25%)
Market Cap
$1.3B
Shares Outstanding
85,626,810
Institutional Holders
93
Total Inst. Value
$486.9M
% of Float Held
30.1%
QoQ Holder Change
+77
Institutional data as of Q1 2025
New Positions
31
Closed Positions
14
Increased
48
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $307.8M | 15,421,438 |
| 2 | VAN ECK ASSOCIATES CORPNew | $37.5M | 1,878,466 |
| 3 | Generali Asset Management SPA SGRNew | $17.6M | 881,578 |
| 4 | UBS Group AG | $12.5M | 624,776 |
| 5 | Americana Partners, LLC | $7.3M | 366,803 |
| 6 | FRANKLIN RESOURCES INC | $6.5M | 323,472 |
| 7 | WELLS FARGO & COMPANY/MN | $6.0M | 299,271 |
| 8 | SFMG, LLC | $5.1M | 256,815 |
| 9 | Cliffwater LLC | $4.8M | 242,195 |
| 10 | Neuberger Berman Group LLC | $4.8M | 241,555 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +2.2M | $307.8M |
| VAN ECK ASSOCIATES CORPNew | +1.9M | $37.5M |
| Generali Asset Management SPA SGRNew | +882K | $17.6M |
| UBS Group AG | +464K | $12.5M |
| Americana Partners, LLC | +230K | $7.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cliffwater LLC | -1.2M | $4.8M |
| RENAISSANCE TECHNOLOGIES LLC | -338K | $295K |
| HRT FINANCIAL LP | -80K | $2K |
| ExodusPoint Capital Management, LP | -31K | $357K |
| PNC FINANCIAL SERVICES GROUP, INC. | -23K | $25K |
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Frequently Asked Questions
How many institutional investors hold MSDL?
As of Q1 2025, 93 institutional investors report holding MSDL (Morgan Stanley Direct Lending Fund) in their 13F filings.
What percentage of Morgan Stanley Direct Lending Fund is owned by institutions?
Institutional investors hold approximately 30.1% of Morgan Stanley Direct Lending Fund's float as reported in SEC 13F filings.
Which hedge fund owns the most MSDL?
The largest institutional holder of MSDL is MORGAN STANLEY with $307.8M in shares.
Are institutions buying or selling MSDL?
This quarter, 31 institutions opened new positions in MSDL and 14 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.