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Ken Griffin

Ken Griffin Citadel Advisors

AUM $875B
1-Year Est. Return 40.91%
 

Ken Griffin founded Citadel, one of the world’s largest and most successful hedge funds. Starting his trading career from his Harvard dorm room at a young age, Griffin quickly developed a keen sense for markets and built Citadel into a global powerhouse with billions in assets under management. Known for his quantitative and technology-driven strategies, Griffin has also made headlines for significant philanthropic contributions, supporting causes in education, the arts, and public institutions. Over the years, he has earned recognition as one of the preeminent figures in modern finance.

This Fund
S&P 500
This Quarter Est. Return
-0.8%
1 Year Est. Return
+40.91%
3 Year Est. Return
+115.85%
5 Year Est. Return
+132.1%
10 Year Est. Return
+518.81%
AUM
$527B
AUM Growth
-$50.5B
Cap. Flow
-$9.14B
Cap. Flow %
-1.73%
Top 10 Hldgs %
31.73%
Holding
16,069
New
1,671
Increased
6,327
Reduced
6,228
Closed
1,709

Top Buys

Rank Stock Value
1
SCHW
Charles Schwab
SCHW
+$1.44B
2
QQQ icon
Invesco QQQ Trust
QQQ
+$1.15B
3
GEHC icon
GE HealthCare
GEHC
+$552M
4
DHR icon
Danaher
DHR
+$447M
5
MSTR icon
Strategy Inc
MSTR
+$416M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$989M
2
BA icon
Boeing
BA
+$893M
3
BAC icon
Bank of America
BAC
+$753M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$750M
5
KO icon
Coca-Cola
KO
+$638M

Sector Composition

Rank Sector Weight
1 Healthcare 3.24%
2 Technology 2.87%
3 Financials 2.43%
4 Consumer Discretionary 2.22%
5 Industrials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDX icon
5676
PUT
T-Rex 2X Long NVIDIA Daily Target ETF
NVDX
$460M
$1.81M ﹤0.01%
232,700
-84,600
-27% -$979K
EQH icon
5677
CALL
Equitable Holdings
EQH
$13.9B
$1.81M ﹤0.01%
34,800
+15,100
+77% +$790K
SUSA icon
5678
iShares ESG Optimized MSCI USA ETF
SUSA
$4.16B
$1.81M ﹤0.01%
15,771
+13,135
+498% +$1.59M
YMAX icon
5679
PUT
YieldMax Universe Fund of Option Income ETFs
YMAX
$389M
$1.81M ﹤0.01%
135,300
+38,900
+40% +$609K
SHAG icon
5680
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$47.3M
$1.81M ﹤0.01%
37,948
+25,963
+217% +$1.23M
YMAX icon
5681
YieldMax Universe Fund of Option Income ETFs
YMAX
$389M
$1.81M ﹤0.01%
+135,188
New +$2.12M
QFIN icon
5682
CALL
Qfin Holdings
QFIN
$1.45B
$1.81M ﹤0.01%
40,200
-5,500
-12% -$228K
AAON icon
5683
PUT
Aaon
AAON
$7.26B
$1.8M ﹤0.01%
23,100
+16,300
+240% +$1.68M
CSL icon
5684
PUT
Carlisle Companies
CSL
$14.3B
$1.8M ﹤0.01%
5,300
+1,300
+33% +$466K
KRP icon
5685
PUT
Kimbell Royalty Partners
KRP
$1.51B
$1.8M ﹤0.01%
128,800
+77,200
+150% +$1.17M
ISCG icon
5686
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.03B
$1.8M ﹤0.01%
+40,020
New +$1.96M
MZTI
5687
CALL
The Marzetti Company
MZTI
$3.15B
$1.8M ﹤0.01%
10,300
-2,500
-20% -$451K
DAC icon
5688
CALL
Danaos Corp
DAC
$2.66B
$1.8M ﹤0.01%
23,100
+1,400
+6% +$112K
MCHB
5689
Mechanics Bancorp
MCHB
$3.71B
$1.8M ﹤0.01%
153,521
+81,505
+113% +$808K
QMAR icon
5690
FT Vest Growth-100 Buffer ETF March
QMAR
$587M
$1.8M ﹤0.01%
63,667
+55,964
+727% +$1.67M
JHSC icon
5691
John Hancock Multifactor Small Cap ETF
JHSC
$746M
$1.8M ﹤0.01%
+48,302
New +$1.91M
STAA icon
5692
CALL
STAAR Surgical
STAA
$1.21B
$1.8M ﹤0.01%
102,100
+61,900
+154% +$1.24M
XAR icon
5693
CALL
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.69B
$1.8M ﹤0.01%
11,200
+5,500
+96% +$924K
DFSV
5694
Dimensional US Small Cap Value ETF
DFSV
$8.56B
$1.8M ﹤0.01%
63,932
+29,142
+84% +$882K
MFSI
5695
MFS Active International ETF
MFSI
$1.21B
$1.8M ﹤0.01%
+69,957
New +$1.79M
LZB icon
5696
La-Z-Boy
LZB
$1.66B
$1.8M ﹤0.01%
46,022
-42,613
-48% -$1.85M
AIZ icon
5697
Assurant
AIZ
$13.9B
$1.8M ﹤0.01%
8,576
-24,824
-74% -$5.18M
VIAV icon
5698
PUT
Viavi Solutions
VIAV
$11.4B
$1.8M ﹤0.01%
160,700
+143,600
+840% +$1.6M
EXFY icon
5699
Expensify
EXFY
$207M
$1.8M ﹤0.01%
591,495
+136,628
+30% +$475K
STKL
5700
DELISTED
SunOpta
STKL
$1.8M ﹤0.01%
369,691
+241,013
+187% +$1.6M
226 227
228
229 230

Similar funds

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ken Griffin's Q1 2025 Portfolio in Review

As of Q1 2025, Ken Griffin held 16,069 positions worth $527B, down 8.7% from $578B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Ken Griffin's Q1 2025 filing shows 1,671 new, 6,327 increased, 6,228 reduced and 1,709 closed positions. Its largest new stake was CMS Energy: 1,417,315 shares worth $106M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $989M.

By sector, the portfolio is most concentrated in Healthcare at 3.2% of assets, up from 3.1% a quarter earlier, followed by Technology and Financials.

  • Ken Griffin's largest Q1 2025 buy was CMS Energy: 1,417,315 shares worth $106M.
  • Ken Griffin added most to Charles Schwab in Q1 2025, an estimated $1.44B increase.
  • Ken Griffin's biggest Q1 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $989M.
  • Ken Griffin fully exited Walmart Inc in Q1 2025, selling an estimated $462M.
  • Ken Griffin's ten largest holdings make up 32% of its $527B portfolio in Q1 2025.
  • Ken Griffin opened 1,671 new positions and closed 1,709 in Q1 2025.
  • Ken Griffin's portfolio value fell 8.7% quarter-over-quarter to $527B.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.