Morgan Stanley Direct Lending Fund Ownership | Who Owns Morgan Stanley Direct Lending Fund?
Morgan Stanley Direct Lending Fund Ownership Summary
Morgan Stanley Direct Lending Fund is owned by 34.71% institutional investors, 0.23% insiders, and 65.06% retail investors. Van eck associates is the largest institutional shareholder, holding 2.20% of MSDL shares.
MSDL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Morgan Stanley Direct Lending Fund | 34.71% | 0.23% | 65.06% |
| Industry | Financial Conglomerates Stocks | 96.69% | 16.78% | -13.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Van eck associates | 1.92M | 2.20% | $35.93M |
| Generali asset management spa sgr | 1.83M | 2.10% | $29.43M |
| Muzinich | 584.62K | 0.67% | $9.40M |
| Americana partners | 378.15K | 0.43% | $7.08M |
| Raymond james financial | 211.04K | 0.24% | $3.95M |
| Rivernorth capital management | 207.17K | 0.24% | $3.88M |
| Hennion & walsh asset management | 198.54K | 0.23% | $3.19M |
| Millennium management | 198.68K | 0.22% | $3.97M |
| Hrt financial lp | 176.40K | 0.20% | $3.30M |
| Activest wealth management | 171.56K | 0.20% | $3.21M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Muzinich | 584.62K | 3.63% | $9.40M |
| Asb consultores | 80.31K | 1.00% | $1.50M |
| Activest wealth management | 171.56K | 0.77% | $3.21M |
| Generali asset management spa sgr | 1.83M | 0.63% | $29.43M |
| Shikiar asset management | 120.90K | 0.49% | $1.94M |
| Legacy capital wealth partners | 71.09K | 0.30% | $1.33M |
| Americana partners | 378.15K | 0.24% | $7.08M |
| Adams asset advisors | 109.63K | 0.23% | $1.76M |
| Rivernorth capital management | 207.17K | 0.21% | $3.88M |
| Denali advisors | 86.58K | 0.17% | $1.62M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rivernorth capital management | 207.17K | 0.21% | 207.17K |
| Millennium management | 198.68K | 0.00% | 173.29K |
| Muzinich | 584.62K | 3.63% | 128.99K |
| Hrt financial lp | 176.40K | 0.01% | 97.28K |
| Marshall wace, llp | 92.50K | 0.00% | 92.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cliffwater | - | - | -242.19K |
| Black swift group | - | - | -170.66K |
| Grantham, mayo, van otterloo | - | - | -106.93K |
| Schonfeld strategic advisors | - | - | -85.87K |
| Envestnet asset management | - | - | -62.49K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Rivernorth capital management | 207.17K | 0.21% | 207.17K | $3.88M |
| Brevan howard capital management lp | 29.41K | 0.00% | 29.41K | $550.48K |
| Nebula research & development | 23.42K | 0.04% | 23.42K | $438.46K |
| Global strategic investment solutions | 17.23K | 0.03% | 17.23K | $322.62K |
| Dynamic technology lab private | 16.79K | 0.04% | 16.79K | $314.00K |
Sold Out
| Holder | Change |
|---|---|
| Citigroup | -5.43K |
| Bnp paribas arbitrage, snc | -6.77K |
| Bank of nova scotia | -9.69K |
| Total clarity wealth management | -9.86K |
| Patriot financial group insurance agency | -11.20K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 112 | 14.29% | 30,260,461 | 17.84% | 34 | 4.11% | 74 | -2.63% | 24 | 84.62% |
| Mar 31, 2025 | 4 | -95.12% | 384,554 | -98.14% | - | 0.08% | 4 | -94.52% | - | -100.00% |
| Dec 31, 2024 | 83 | 48.21% | 20,758,696 | 22.84% | 23 | 6.49% | 74 | 48.00% | 4 | - |
| Sep 30, 2024 | 56 | 211.11% | 16,899,467 | 19.76% | 18 | 7.58% | 50 | 284.62% | 4 | - |
| Jun 30, 2024 | 18 | -10.00% | 14,111,440 | 0.52% | 15 | 6.12% | 13 | -35.00% | 4 | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 06, 2025 | Binstock Joan | - | Buy | $150.23K |
| Aug 14, 2025 | Shannon Kevin | - | Buy | $88.50K |
| Aug 14, 2025 | Pessah David | Chief Financial Officer | Buy | $60.25K |
| Aug 13, 2025 | Metz Adam S | - | Buy | $499.12K |
| Aug 12, 2025 | MILLER DAVID N | - | Buy | $176.90K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 1 | - |
| 2025 Q3 | 7 | - |
| 2025 Q2 | 3 | - |
MSDL Ownership FAQ
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