MSDL Hedge Fund Ownership (Q1 2026)

Morgan Stanley Direct Lendin (MSDL)

139 + Investors. Track Smart Money conviction in MSDL. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MSDL

Based on 139 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added MSDL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

139 hedge funds hold MSDL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +49% more funds vs a year ago

fund count last 6Q

+46 new funds entered over the past year (+49% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 56% buying

77 buying61 selling

Last quarter: 77 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 24 → 21 → 43 → 26. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 40% entered in last year

■ 7% conviction (2yr+) ■ 53% medium ■ 40% new

Only 10 funds (7%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💎

Buying through price weakness — shares -1%, value -20%

Value

-20%

-1%

Last quarter: funds added -1% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🚀

Acceleration phase — new buyers rushing in

26 → 24 → 21 → 43 → 26 new funds/Q

New funds entering each quarter: 24 → 21 → 43 → 26. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

📊

Mixed cohorts — 3% veterans, 54% new entrants

■ 3% veterans ■ 43% 1-2yr ■ 54% new

Of 144 current holders: 4 (3%) held 2+ years, 62 held 1–2 years, 78 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds

27 of 138 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in MSDL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.6

out of 10

Moderate Exit Risk

Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	139	133	4.51%
13F Shares	36M	37M	-1.23%
Total Value	$483M	$604M	-20.08%
New Positions	26	43	-17
Increased Positions	48	42	+6
Closed Positions	20	25	-5
Reduced Positions	40	36	+4
Total Calls	3	4	-25.0%
Total Puts	3	3	-
PUT/CALL Ratio	1.0	0.75	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

139

133

4.51%

13F Shares

36M

37M

-1.23%

Total Value

$483M

$604M

-20.08%

New Positions

-17

Increased Positions

Closed Positions

-5

Reduced Positions

Total Calls

-25.0%

Total Puts

PUT/CALL Ratio

1.0

0.75

Neutral

Institutional Holders (2026 Q2)

139 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MSDL. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MSDL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Lunate Capital Ltd	8.51%	1,103,814	$16.7M
2	Muzinich & Co., Inc.	4.33%	838,899	$12.7M
3	TT Capital Management LLC	4.04%	343,317	$5.2M
4	American Financial Group Inc	3.37%	631,500	$9.5M
5	GraniteShares Advisors LLC	1.60%	164,369	$2.5M
6	DG Capital Management, LLC	1.51%	475,537	$7.2M
7	P.A.W. Capital Corp	1.19%	102,600	$1.6M
8	Fosun International Ltd	0.81%	240,374	$3.6M
9	Closed-End Fund Advisors, Inc.	0.60%	40,516	$613K
10	Ares Management LLC	0.51%	775,128	$11.7M
11	Generali Asset Management SPA SGR	0.50%	1,829,964	$27.7M
12	Legacy Capital Wealth Partners, LLC	0.32%	110,870	$1.7M
13	Liberty Mutual Group Asset Management Inc.	0.27%	204,770	$3.1M
14	Activest Wealth Management	0.26%	88,943	$1.3M
15	Adams Asset Advisors, LLC	0.25%	148,696	$2.2M
16	Naviter Wealth, LLC	0.25%	176,534	$2.7M
17	NewGen Asset Management Ltd	0.21%	34,300	$519K
18	Obsidian Cio, LLC	0.21%	18,269	$276K
19	Reicon Wealth Advisors, LLC	0.16%	17,646	$267K
20	Hourglass Capital, LLC	0.16%	48,672	$736K
21	Sfmg, LLC	0.15%	159,722	$2.4M
22	O'ROURKE & COMPANY, Inc	0.14%	27,058	$409K
23	Hennion & Walsh Asset Management, Inc.	0.14%	315,801	$4.8M
24	Osbon Capital Management LLC	0.13%	11,205	$169K
25	Altshuler Shaham Ltd	0.12%	650,437	$9.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Morgan Stanley Direct Lendin (MSDL)

What does the Smart Money Trend signal show for MSDL?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added MSDL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MSDL?

Slight buying edge — 56% buying: Last quarter: 77 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MSDL holders?

Elite ownership — 59% AUM from top-100 funds: 27 of 138 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in MSDL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MSDL?

Mostly new holders — 40% entered in last year: Only 10 funds (7%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Morgan Stanley Direct Lendin (MSDL)

Smart Money Signals — MSDL

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +49% more funds vs a year ago

Slight buying edge — 56% buying

Fewer new buyers each quarter (-17 vs last Q)

Mostly new holders — 40% entered in last year

Buying through price weakness — shares -1%, value -20%

Acceleration phase — new buyers rushing in

Mixed cohorts — 3% veterans, 54% new entrants

Elite ownership — 59% AUM from top-100 funds

Institutional Sentiment Summary — MSDL

Hedge Fund Ownership: MSDL

Market Analysis: MSDL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MSDL

Hedge Fund Positioning: MSDL

Statistics: MSDL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Morgan Stanley Direct Lendin (MSDL)

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