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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
FSBW icon
7176
FS Bancorp
FSBW
$321M
$893K ﹤0.01%
23,485
+2,073
+10% +$81.1K
IMKTA icon
7177
CALL
Ingles Markets
IMKTA
$1.63B
$892K ﹤0.01%
13,700
+7,300
+114% +$466K
FNGS icon
7178
CALL
MicroSectors FANG+ ETNs due Jan 8 2038
FNGS
$589M
$892K ﹤0.01%
17,900
-19,400
-52% -$1.09M
CAN
7179
Canaan Creative
CAN
$162M
$892K ﹤0.01%
1,015,895
+588,352
+138% +$935K
RXT icon
7180
Rackspace Technology
RXT
$897M
$891K ﹤0.01%
527,412
-164,822
-24% -$393K
BDJ icon
7181
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.74B
$891K ﹤0.01%
+103,634
New +$903K
FTXN icon
7182
First Trust Nasdaq Oil & Gas ETF
FTXN
$166M
$891K ﹤0.01%
29,430
+5,986
+26% +$178K
PULS icon
7183
PGIM Ultra Short Bond ETF
PULS
$18.5B
$891K ﹤0.01%
+17,912
New +$889K
SUPV
7184
PUT
Grupo Supervielle
SUPV
$676M
$891K ﹤0.01%
68,200
+3,200
+5% +$48.7K
GJUN icon
7185
FT Vest US Equity Moderate Buffer ETF June
GJUN
$533M
$891K ﹤0.01%
25,320
+16,459
+186% +$595K
TGRT icon
7186
T. Rowe Price Growth ETF
TGRT
$1.58B
$890K ﹤0.01%
+25,962
New +$971K
FDM icon
7187
First Trust Dow Jones Select MicroCap Index Fund
FDM
$274M
$890K ﹤0.01%
14,309
-26,715
-65% -$1.8M
AVUQ
7188
Avantis U.S. Quality ETF
AVUQ
$301M
$889K ﹤0.01%
+18,279
New +$891K
BRC icon
7189
Brady Corp
BRC
$4.44B
$889K ﹤0.01%
12,589
-3,462
-22% -$252K
GTES icon
7190
PUT
Gates Industrial Corp
GTES
$6.87B
$889K ﹤0.01%
48,300
-32,300
-40% -$666K
FOPC
7191
Frontier Asset Opportunistic Credit ETF
FOPC
$33.1M
$889K ﹤0.01%
35,070
+14,133
+68% +$357K
GOOS
7192
CALL
Canada Goose Holdings
GOOS
$831M
$888K ﹤0.01%
111,700
-9,700
-8% -$95.7K
HTUS icon
7193
Hull Tactical US ETF
HTUS
$165M
$887K ﹤0.01%
+24,359
New +$928K
ALGM icon
7194
CALL
Allegro MicroSystems
ALGM
$7.34B
$887K ﹤0.01%
35,300
-103,900
-75% -$2.59M
UPAR icon
7195
UPAR Ultra Risk Parity ETF
UPAR
$58.7M
$887K ﹤0.01%
64,221
+24,082
+60% +$326K
PAM icon
7196
Pampa Energía
PAM
$4.23B
$887K ﹤0.01%
11,487
-46,909
-80% -$3.9M
RGA icon
7197
PUT
Reinsurance Group of America
RGA
$16B
$886K ﹤0.01%
4,500
-100
-2% -$20.7K
LDRC
7198
iShares iBonds 1-5 Year Corporate Ladder ETF
LDRC
$88.6M
$886K ﹤0.01%
35,247
+5,479
+18% +$137K
VXZ icon
7199
PUT
iPath Series B S&P 500 VIX Mid-Term Futures ETN
VXZ
$30.7M
$885K ﹤0.01%
16,050
+10,500
+189% +$548K
AGNT
7200
AGNT Inc
AGNT
$734M
$885K ﹤0.01%
90,487
+29,009
+47% +$308K
286 287
288
289 290

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UBS Group
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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
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Royal Bank of Canada
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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.