Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Morgan Stanley Direct Lendin (MSDL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
52%

Smart Money Signals — MSDL

Based on 139 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

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 — +31% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+31% 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 — 52% buying

74 buying68 selling
Last quarter: 74 funds bought or added vs 68 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.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 43 → 26 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 39% entered in last year

■ 9% conviction (2yr+) ■ 52% medium ■ 39% new
Only 13 funds (9%) 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.
📊

Peak discovery — momentum slowing

24 → 21 → 43 → 26 → 25 new funds/Q
New funds entering each quarter: 21 → 43 → 26 → 25. MSDL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 9% veterans, 44% new entrants

■ 9% veterans ■ 47% 1-2yr ■ 44% new
Of 143 current holders: 13 (9%) held 2+ years, 67 held 1–2 years, 63 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
28 of 138 holders are among the 100 largest funds by AUM, controlling 61% 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.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Institutional Sentiment Summary — MSDL

In 2026 Q2, 74 hedge funds were net buyers of MSDL (25 opened a new position, 49 added to an existing one), while 68 reduced or exited (43 trimmed, 25 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 61% of total institutional value in MSDL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 139.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 3 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: MSDL
138 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 138 139 -0.72%
13F Shares 38M 36M 5.78%
Total Value $575M $483M 19.09%
New Positions 25 26 -1
Increased Positions 46 48 -2
Closed Positions 25 20 +5
Reduced Positions 43 40 +3
Total Calls 3 3 -
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: MSDL

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Institutional Holders (2026 Q2)

138 + 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:
Top 25 MSDL holders by conviction (% of portfolio weight) — 2026 Q2 · 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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for MSDL?

Slight buying edge — 52% buying: Last quarter: 74 funds bought or added vs 68 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 — 61% AUM from top-100 funds: 28 of 138 holders are among the 100 largest funds by AUM, controlling 61% 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 — 39% entered in last year: Only 13 funds (9%) 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.

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