Ken Griffin
HEGD icon

Ken Griffin’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Ken Griffin’s Portfolio HEGD Stock Details HEGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13,074
Closed -$326K – 13219
2025
Q3 		$326K Buy
+13,074
New +$315K ﹤0.01% 10166
2024
Q3 		– Sell
-20,757
Closed -$442K – 14620
2024
Q2 		$442K Buy
+20,757
New +$429K ﹤0.01% 8309
2024
Q1 		– Sell
-10,826
Closed -$211K – 14925
2023
Q4 		$211K Buy
+10,826
New +$201K ﹤0.01% 9852

Other funds holding HEGD

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
TSS
Taylor Securities Services Harrisburg, Pennsylvania $246M AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

Ken Griffin's HEGD Position: Q4 2025 in Review

Ken Griffin sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q4 2025, closing a stake of 13,074 shares — an estimated $326K sold.

Ken Griffin first reported a position in HEGD in Q4 2023 and held it in 3 quarters. The position peaked at $442K in Q2 2024. 80 funds tracked by Wall St. Rank hold HEGD as of Q4 2025.

  • Ken Griffin reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Ken Griffin sold 13,074 Swan Hedged Equity US Large Cap ETF shares in Q4 2025, an estimated $326K.
  • Ken Griffin first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2023 and held it in 3 quarters.
  • Ken Griffin's Swan Hedged Equity US Large Cap ETF position peaked at $442K in Q2 2024.
  • 80 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.