🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Morgan Stanley Direct Lending Fund

MSDL Financials
$13.19 $-0.06 (-0.45%)
Market Cap: $1.11 B
Gurus Holding
1
Popularity Rank
#4334
% of Shares Held
0.02%
Net Activity (Q2 2026)
-$3.54 M

Guru Ownership Trend

Guru Analysis for Morgan Stanley Direct Lending Fund (MSDL)

Morgan Stanley Direct Lending Fund (MSDL), a key player in the Financials sector, continues to attract institutional attention.

As of Q2 2026, a total of 1 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $214,297.93.

Top institutional holders include Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.54 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 15.8%.

Key Holders

Top 5 by Value

$245,649

Top 5 by Conviction

0.00%

Recent Activity Breakdown (Q2 2026)

+$33,580.75
Total Buy Value
New Buys 0
Additions 1
-$3.57 M
Total Sell Value
Reductions 0
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
1

FAQs for Morgan Stanley Direct Lending Fund (MSDL)

Major holders include Cliff Asness ($245,649). According to the latest reported data, 1 tracked investment managers collectively hold approximately 16,247 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $3.54 M, with 1 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited MSDL. The total reported sell value was $3.57 M.

Yes, 0 managers opened new positions in MSDL, and 1 increased their existing holdings. The total reported buy value was $33,580.75.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Add 15.8% 16,247 $245,649 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form