Citadel Advisors

Citadel Advisors Portfolio holdings

AUM $125B
1-Year Est. Return 4.72%
 

Citadel Advisors, founded in 1990 by Kenneth C. Griffin as Citadel LLC and headquartered in Chicago, Illinois, is one of the world’s most prominent hedge funds, managing tens of billions in assets through sophisticated quantitative trading strategies. The firm excels in market-making and high-frequency trading across asset classes like equities, fixed income, options, and commodities, leveraging cutting-edge technology and data analysis to generate returns. Citadel operates two main arms: its hedge fund business, which serves institutional and high-net-worth investors, and Citadel Securities, a leading market maker that facilitates a significant portion of U.S. equity and options trades. Known for its secretive, high-performance culture, Citadel has grown into a financial titan under Griffin’s leadership, influencing global markets with its scale and innovation.

This Quarter Est. Return
1 Year Est. Return
+4.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.7B
AUM Growth
-$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,923
New
Increased
Reduced
Closed

Top Buys

1
+$695M
2
+$529M
3
+$504M
4
ISRG icon
Intuitive Surgical
ISRG
+$494M
5
AMZN icon
Amazon
AMZN
+$479M

Top Sells

1
+$694M
2
+$510M
3
+$486M
4
META icon
Meta Platforms (Facebook)
META
+$444M
5
T icon
AT&T
T
+$403M

Sector Composition

1 Technology 16.27%
2 Healthcare 15.75%
3 Consumer Discretionary 10.72%
4 Financials 10.36%
5 Industrials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$3.1M ﹤0.01%
62,160
+37,030
2002
$3.09M ﹤0.01%
119,525
-46,358
2003
$3.09M ﹤0.01%
821,202
-291,107
2004
$3.08M ﹤0.01%
55,210
-48,906
2005
$3.08M ﹤0.01%
90,750
-1,244,796
2006
$3.07M ﹤0.01%
36,196
-75,813
2007
$3.07M ﹤0.01%
41,887
+28,798
2008
$3.07M ﹤0.01%
502,586
-553,946
2009
$3.06M ﹤0.01%
+102,290
2010
$3.06M ﹤0.01%
84,402
-29,726
2011
$3.06M ﹤0.01%
2,335
-14,120
2012
$3.06M ﹤0.01%
280,694
+237,308
2013
$3.06M ﹤0.01%
253,404
+209,950
2014
$3.06M ﹤0.01%
60,851
-125,527
2015
$3.05M ﹤0.01%
1,785,765
+614,651
2016
$3.05M ﹤0.01%
170,811
-13,931
2017
$3.04M ﹤0.01%
25,582
-65,182
2018
$3.04M ﹤0.01%
+42,736
2019
$3.04M ﹤0.01%
+98,395
2020
$3.04M ﹤0.01%
42,322
-47,263
2021
$3.03M ﹤0.01%
30,804
-1,235,190
2022
$3.03M ﹤0.01%
126,668
-35,143
2023
$3.03M ﹤0.01%
200,134
-276,096
2024
$3.03M ﹤0.01%
114,174
+111,560
2025
$3.03M ﹤0.01%
154,030
-267,876
79 80
81
82 83