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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
ARW icon
7301
CALL
Arrow Electronics
ARW
$10.9B
$841K ﹤0.01%
8,100
+1,400
+21% +$154K
UVV icon
7302
CALL
Universal Corp
UVV
$1.11B
$841K ﹤0.01%
15,000
-2,100
-12% -$112K
FLBR icon
7303
Franklin FTSE Brazil ETF
FLBR
$521M
$841K ﹤0.01%
50,878
-77,201
-60% -$1.2M
XUSP icon
7304
Innovator Uncapped Accelerated US Equity ETF
XUSP
$52.8M
$840K ﹤0.01%
+22,500
New +$905K
CBT icon
7305
CALL
Cabot Corp
CBT
$4.35B
$840K ﹤0.01%
10,100
-800
-7% -$69K
PK icon
7306
PUT
Park Hotels & Resorts
PK
$3.09B
$839K ﹤0.01%
78,600
+35,400
+82% +$448K
OPEN icon
7307
PUT
Opendoor
OPEN
$3.26B
$839K ﹤0.01%
849,917
-464,380
-35% -$610K
MSGE icon
7308
PUT
Madison Square Garden
MSGE
$3.87B
$838K ﹤0.01%
25,600
-12,400
-33% -$432K
XYLD icon
7309
CALL
Global X S&P 500 Covered Call ETF
XYLD
$3.29B
$837K ﹤0.01%
21,200
-20,000
-49% -$830K
CIGI icon
7310
PUT
Colliers International
CIGI
$5.35B
$837K ﹤0.01%
6,900
+6,500
+1,625% +$852K
RDWR icon
7311
PUT
Radware
RDWR
$1.18B
$837K ﹤0.01%
38,700
-6,100
-14% -$136K
DON icon
7312
WisdomTree US MidCap Dividend Fund
DON
$4.08B
$837K ﹤0.01%
16,895
+11,163
+195% +$569K
RITM icon
7313
PUT
Rithm Capital
RITM
$5.7B
$836K ﹤0.01%
73,000
-79,600
-52% -$921K
SHC icon
7314
Sotera Health
SHC
$5.28B
$836K ﹤0.01%
+71,684
New +$923K
ORI icon
7315
PUT
Old Republic International
ORI
$10.2B
$835K ﹤0.01%
21,300
+6,000
+39% +$220K
AS icon
7316
Amer Sports
AS
$19.6B
$835K ﹤0.01%
+31,250
New +$924K
DBRG icon
7317
CALL
DigitalBridge
DBRG
$2.94B
$835K ﹤0.01%
94,700
-283,800
-75% -$2.98M
ARKQ icon
7318
CALL
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.02B
$835K ﹤0.01%
12,600
+1,400
+13% +$107K
AFGR
7319
First Trust Active Factor Large Cap Growth ETF
AFGR
$94.9M
$835K ﹤0.01%
30,564
-7,287
-19% -$222K
STRK
7320
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$480M
$835K ﹤0.01%
+9,935
New +$888K
HBNC icon
7321
Horizon Bancorp
HBNC
$1.04B
$834K ﹤0.01%
55,310
-1,453
-3% -$23.6K
DVOL icon
7322
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
$73.9M
$833K ﹤0.01%
23,446
-18,542
-44% -$651K
MITK icon
7323
PUT
Mitek Systems
MITK
$820M
$833K ﹤0.01%
101,000
+58,300
+137% +$567K
XMTR icon
7324
PUT
Xometry
XMTR
$4.93B
$832K ﹤0.01%
33,400
+3,600
+12% +$113K
QDTE icon
7325
PUT
Roundhill N-100 0DTE Covered Call Strategy ETF
QDTE
$958M
$832K ﹤0.01%
24,000
+900
+4% +$34.6K
291 292
293
294 295

Similar funds

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
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
Norges Bank Oslo, Norway $1T AUM
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.