Morgan Stanley Direct Lending Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 15.90 M | $255.72 M | 1.85% | 18.24% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 1.97 M | $31.64 M | 2.51% | 2.26% |
| GENERALI ASSET MANAGEMENT SPA SGR | 10/21/2025 | 1.83 M | $29.43 M | 3.86% | 2.10% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 989.13 K | $15.91 M | 377.44% | 1.13% |
| UBS GROUP AG | 11/13/2025 | 964.30 K | $15.51 M | 17.48% | 1.11% |
| MUZINICH & CO., INC. | 10/20/2025 | 584.62 K | $9.40 M | 28.31% | 0.67% |
| TORONTO DOMINION BANK | 11/14/2025 | 565.62 K | $9.10 M | 100.00% | 0.65% |
| MARSHALL WACE, LLP | 11/13/2025 | 543.18 K | $8.73 M | 487.22% | 0.62% |
| AMERICANA PARTNERS, LLC | 10/29/2025 | 538.98 K | $8.67 M | 42.53% | 0.62% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 522.79 K | $8.41 M | 1,367.68% | 0.60% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 505.06 K | $8.12 M | 36.22% | 0.58% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 374.76 K | $6.03 M | 7.04% | 0.43% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 356.64 K | $5.73 M | 13.55% | 0.41% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 351.47 K | $5.65 M | -0.30% | 0.40% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 341.31 K | $5.49 M | 122.79% | 0.39% |
| TT CAPITAL MANAGEMENT LLC | 11/07/2025 | 297.56 K | $4.78 M | 25.15% | 0.34% |
| SFMG, LLC | 11/13/2025 | 259.35 K | $4.17 M | 0.35% | 0.30% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 236.75 K | $3.81 M | 67.32% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 213.62 K | $3.43 M | 1.22% | 0.25% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 198.54 K | $3.19 M | 32.23% | 0.23% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 185.21 K | $2.98 M | -29.25% | 0.21% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 175.73 K | $2.83 M | 95.48% | 0.20% |
| NAVITER WEALTH, LLC | 11/06/2025 | 161.33 K | $2.67 M | -10.53% | 0.19% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 157.87 K | $2.54 M | 311.47% | 0.18% |
| CENTIVA CAPITAL, LP | 11/14/2025 | 150.96 K | $2.43 M | 100.00% | 0.17% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 139.43 K | $2.24 M | 7.26% | 0.16% |
| ACTIVEST WEALTH MANAGEMENT | 11/03/2025 | 125.29 K | $2.01 M | -26.97% | 0.14% |
| SHIKIAR ASSET MANAGEMENT INC | 10/14/2025 | 120.90 K | $1.94 M | -24.01% | 0.14% |
| LPL FINANCIAL LLC | 11/12/2025 | 120.70 K | $1.94 M | -29.60% | 0.14% |
| ADAMS ASSET ADVISORS, LLC | 10/09/2025 | 109.63 K | $1.76 M | 21.12% | 0.13% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 97.86 K | $1.57 M | 31.39% | 0.11% |
| JANE STREET GROUP, LLC | 11/14/2025 | 95.23 K | $1.53 M | -31.39% | 0.11% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 91.80 K | $1.48 M | 140.94% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 84.53 K | $1.36 M | -12.80% | 0.10% |
| ROYAL BANK OF CANADA | 11/14/2025 | 74.86 K | $1.20 M | -53.12% | 0.09% |
| DENALI ADVISORS LLC | 11/07/2025 | 71.97 K | $1.16 M | -16.88% | 0.08% |
| CITADEL ADVISORS LLC | 11/14/2025 | 70.91 K | $1.14 M | 4.78% | 0.08% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/14/2025 | 70.85 K | $1.14 M | -18.51% | 0.08% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 11/13/2025 | 70.83 K | $1.14 M | -0.37% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 69.70 K | $1.12 M | 168.08% | 0.08% |
| INVESCO LTD. | 11/13/2025 | 68.37 K | $1.10 M | 35.38% | 0.08% |
| FOUNTAINHEAD AM, LLC | 10/21/2025 | 59.06 K | $949.74 K | -0.28% | 0.07% |
| LM ADVISORS LLC | 11/13/2025 | 55.78 K | $925.00 K | -1.86% | 0.06% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 54.97 K | $883.97 K | -50.92% | 0.06% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 11/05/2025 | 53.89 K | $866.00 K | 86.81% | 0.06% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 52.07 K | $837.33 K | 29.55% | 0.06% |
| QUADRATURE CAPITAL LTD | 11/13/2025 | 50.70 K | $814.73 K | 100.00% | 0.06% |
| MAREX GROUP PLC | 11/14/2025 | 49.60 K | $797.58 K | 100.00% | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 49.35 K | $793.47 K | 0.00% | 0.06% |
| CITADEL ADVISORS LLC | 11/14/2025 | 47.90 K | $770.23 K | -1.84% | 0.05% |
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Morgan Stanley Direct Lending Fund institutional Ownership - FAQ's
During the previous two years, 134 institutional investors and hedge funds held shares of Morgan Stanley Direct Lending Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 15.9 M
VAN ECK ASSOCIATES CORP: 1.97 M
Generali Asset Management SPA SGR: 1.83 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 989,127
UBS Group AG: 964,299
Muzinich & Co., Inc.: 584,621
35.97% of Morgan Stanley Direct Lending Fund stock is owned by institutional investors.
Institutional investors have bought a total of 31.55 M shares in the last 24 months. This purchase volume represents approximately $514.03 M in transactions.