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Morgan Stanley Direct Lending Fund (MSDL) institutional ownership

Market cap$1.3B SectorFinancial Services
Funds holding · Q1 2026
136
reported MSDL position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
73 buyers · 63 sellers

Morgan Stanley Direct Lending Fund (MSDL) price and institutional activity

Dates

Q1 2026

$0 bought by 73 investors
Dg Capital Management, LLCRussell Investments Group, Ltd. +71 more
$0 sold by 63 investors
Van Eck Associates CorpHrt Financial LP +61 more
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Bought Sold Totals per quarter; hover a bar for the names.

Morgan Stanley Direct Lending Fund (MSDL) institutional activity · 136

Investor Type Est. change Change Δ Own Date
Dg Capital Management, LLC · New
Change +576K Date Q1 2026
Dg Capital Management, LLC New· Q1 2026 +576K Q1 2026
Russell Investments Group, Ltd. · Added
Change +480K Date Q1 2026
Russell Investments Group, Ltd. Added· Q1 2026 +480K Q1 2026
Van Eck Associates Corp · Reduced
Change −407K Date Q1 2026
Van Eck Associates Corp Reduced· Q1 2026 −407K Q1 2026
Hrt Financial LP · Exited
Change −394K Δ Own −100.0% Date Q1 2026
Hrt Financial LP Exited· Q1 2026 −394K −100.0% Q1 2026
Truffle Hound Capital, LLC · Exited
Change −320K Δ Own −100.0% Date Q1 2026
Truffle Hound Capital, LLC Exited· Q1 2026 −320K −100.0% Q1 2026
Ares Management LLC · Added
Change +312K Date Q1 2026
Ares Management LLC Added· Q1 2026 +312K Q1 2026
Americana Partners, LLC · Reduced
Change −295K Date Q1 2026
Americana Partners, LLC Reduced· Q1 2026 −295K Q1 2026
Rivernorth Capital Management, LLC · Added
Change +288K Date Q1 2026
Rivernorth Capital Management, LLC Added· Q1 2026 +288K Q1 2026
Jane Street Group, LLC · Reduced
Change −272K Date Q1 2026
Jane Street Group, LLC Reduced· Q1 2026 −272K Q1 2026
Hightower Advisors, LLC · New
Change +265K Date Q1 2026
Hightower Advisors, LLC New· Q1 2026 +265K Q1 2026
Two Sigma Advisers, LP · Exited
Change −249K Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −249K −100.0% Q1 2026
Closed-End Fund Advisors, Inc. · Reduced
Change −249K Date Q1 2026
Closed-End Fund Advisors, Inc. Reduced· Q1 2026 −249K Q1 2026
Exoduspoint Capital Management, LP · New
Change +160K Date Q1 2026
Exoduspoint Capital Management, LP New· Q1 2026 +160K Q1 2026
JPMorgan Chase & Co · Reduced
Change −156K Date Q1 2026
JPMorgan Chase & Co Reduced· Q1 2026 −156K Q1 2026
Liberty Mutual Group Asset Management Inc. · Reduced
Change −155K Date Q1 2026
Liberty Mutual Group Asset Management Inc. Reduced· Q1 2026 −155K Q1 2026
Data through Q1 2026 · filed May 21, 2026
15 of 136

Famous investor activity in Morgan Stanley Direct Lending Fund (MSDL)

Morgan Stanley Direct Lending Fund (MSDL) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Day Jeff M. · Officer Buy +$74K
Price $14.90 Qty +5K Owned 23K Trade date Mar 5, 2026 Filed date Mar 5, 2026
Day Jeff M. Officer Buy $14.90 +5K +$74K 23K Mar 5, 2026 Mar 5, 2026
Mizrachi Orit · Officer Buy +$14K
Price $14.49 Qty +1K Owned 6K Trade date Mar 3, 2026 Filed date Mar 3, 2026
Mizrachi Orit Officer Buy $14.49 +1K +$14K 6K Mar 3, 2026 Mar 3, 2026
Miller David N. · Director Buy +$73K
Price $14.69 Qty +5K Owned 15K Trade date Mar 3, 2026 Filed date Mar 3, 2026
Miller David N. Director Buy $14.69 +5K +$73K 15K Mar 3, 2026 Mar 3, 2026
Miller David N. · Director Buy +$73K
Price $14.68 Qty +5K Owned 10K Trade date Mar 2, 2026 Filed date Mar 3, 2026
Miller David N. Director Buy $14.68 +5K +$73K 10K Mar 2, 2026 Mar 3, 2026
Occi Michael Jr · Director Buy +$104K
Price $14.87 Qty +7K Owned 28K Trade date Mar 2, 2026 Filed date Mar 3, 2026
Occi Michael Jr Director Buy $14.87 +7K +$104K 28K Mar 2, 2026 Mar 3, 2026
Krishnan Ashwin · Officer Buy +$50K
Price $16.72 Qty +3K Owned 3K Trade date Nov 11, 2025 Filed date Dec 16, 2025
Krishnan Ashwin Officer Buy $16.72 +3K +$50K 3K Nov 11, 2025 Dec 16, 2025
Frank Bruce D. · Director Buy +$10K
Price $16.41 Qty +600 Owned 4K Trade date Nov 10, 2025 Filed date Nov 12, 2025
Frank Bruce D. Director Buy $16.41 +600 +$10K 4K Nov 10, 2025 Nov 12, 2025
Binstock Joan · Director Buy +$150K
Price $16.64 Qty +9K Owned 50K Trade date Oct 6, 2025 Filed date Oct 8, 2025
Binstock Joan Director Buy $16.64 +9K +$150K 50K Oct 6, 2025 Oct 8, 2025
Shannon Kevin · Director Buy +$88K
Price $17.70 Qty +5K Owned 29K Trade date Aug 14, 2025 Filed date Aug 18, 2025
Shannon Kevin Director Buy $17.70 +5K +$88K 29K Aug 14, 2025 Aug 18, 2025
Pessah David · Officer Buy +$60K
Price $17.72 Qty +3K Owned 5K Trade date Aug 14, 2025 Filed date Aug 15, 2025
Pessah David Officer Buy $17.72 +3K +$60K 5K Aug 14, 2025 Aug 15, 2025
Metz Adam S. · Director Buy +$499K
Price $17.67 Qty +28K Owned 28K Trade date Aug 13, 2025 Filed date Aug 14, 2025
Metz Adam S. Director Buy $17.67 +28K +$499K 28K Aug 13, 2025 Aug 14, 2025
Miller David N. · Director Buy +$177K
Price $17.69 Qty +10K Owned 17K Trade date Aug 12, 2025 Filed date Aug 14, 2025
Miller David N. Director Buy $17.69 +10K +$177K 17K Aug 12, 2025 Aug 14, 2025
Day Jeff M. · Officer Buy +$100K
Price $17.70 Qty +6K Owned 18K Trade date Aug 12, 2025 Filed date Aug 13, 2025
Day Jeff M. Officer Buy $17.70 +6K +$100K 18K Aug 12, 2025 Aug 13, 2025
Occi Michael Jr · Officer Buy +$249K
Price $17.78 Qty +14K Owned 22K Trade date Aug 12, 2025 Filed date Aug 13, 2025
Occi Michael Jr Officer Buy $17.78 +14K +$249K 22K Aug 12, 2025 Aug 13, 2025
Binstock Joan · Director Buy +$100K
Price $17.69 Qty +6K Owned 39K Trade date Aug 11, 2025 Filed date Aug 13, 2025
Binstock Joan Director Buy $17.69 +6K +$100K 39K Aug 11, 2025 Aug 13, 2025
15 of 15

Morgan Stanley Direct Lending Fund (MSDL) activist and large shareholders

What are Schedules 13D and 13G?

Dates
No Schedule 13D or 13G filing is available for MSDL in this range.

Morgan Stanley Direct Lending Fund (MSDL) ownership FAQ

Who owns MSDL?

136 reporting institutions disclosed MSDL position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.