Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MORGAN STANLEY DIRECT LENDIN (MSDL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
6Q ▲
Buyers last Q
57%

Smart Money Signals — MSDL

Based on 131 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
131 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 — +66% more funds vs a year ago

fund count last 6Q
+52 new funds entered over the past year (+66% 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 — 57% buying

85 buying63 selling
Last quarter: 85 funds bought or added vs 63 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.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new MSDL position: 25 → 23 → 20 → 43. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 43% entered in last year

4% conviction (2yr+) 53% medium 43% new
Only 5 funds (4%) 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.
📈

Growing discovery — still being found

39 → 25 → 23 → 20 → 43 new funds/Q
New funds entering each quarter: 25 → 23 → 20 → 43. A growing number of institutions are discovering MSDL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 69% of holders entered in last year

3% veterans 28% 1-2yr 69% new
Of 137 current holders: 94 (69%) entered in the past year, only 4 (3%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
15 of 131 holders are among the 100 largest funds by AUM, controlling 55% 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.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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.

Hedge Fund Ownership: MSDL

How many hedge funds hold MSDL — quarterly history vs. share price
Quarterly hedge fund ownership of MSDL vs. share price

Market Analysis: MSDL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSDL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 3 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: MSDL
2026 Q1 Stats Unlock in 21 days 137 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 137 118 16.1%
13F Shares 34M 29M 17.28%
Total Value $564M $470M 20.18%
New Positions 43 21 +22
Increased Positions 56 53 +3
Closed Positions 24 11 +13
Reduced Positions 43 45 -2
Total Calls 4 3 33.33%
Total Puts 3 3 -
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: MSDL

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Financial Highlights

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Institutional Holders (2026 Q1)

137 + investors

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

Top 20 institutional holders of MSDL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Muzinich & Co., Inc. 3.75% 767,802 $10.7M
2 GraniteShares Advisors LLC 1.44% 142,844 $2.0M
3 Activest Wealth Management 0.50% 204,723 $2.9M
4 SHIKIAR ASSET MANAGEMENT INC 0.42% 104,600 $1K
5 Naviter Wealth, LLC 0.25% 140,627 $2.0M
6 Adams Asset Advisors, LLC 0.18% 114,432 $1.6M
7 EVERPAR ADVISORS LLC 0.09% 18,547 $259K
8 TrueMark Investments, LLC 0.07% 25,985 $363K
9 SWEENEY & MICHEL, LLC 0.05% 10,500 $154K
10 BI Asset Management Fondsmaeglerselskab A/S 0.02% 133,731 $2K
11 Generali Investments CEE, investicni spolecnost, a.s. 0.02% 20,722 $289K
12 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.01% 67,321 $940K
13 OPPENHEIMER & CO INC 0.00% 22,843 $319K
14 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 3,555 $50K
15 Merkkuri Wealth Advisors LLC 0.00% 309 $4K
16 SAPIENT CAPITAL LLC 0.00% 12,987 $187K
17 Sound Income Strategies, LLC 0.00% 4,007 $55K
18 TRUIST FINANCIAL CORP 0.00% 51,381 $717K
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 30,554 $427K
20 AdvisorNet Financial, Inc 0.00% 288 $4K
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 — 6 quarters in a row: For 6 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 — 57% buying: Last quarter: 85 funds bought or added vs 63 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 — 55% AUM from top-100 funds: 15 of 131 holders are among the 100 largest funds by AUM, controlling 55% 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 — 43% entered in last year: Only 5 funds (4%) 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.