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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
AVGX
7501
PUT
Defiance Daily Target 2X Long AVGO ETF
AVGX
$166M
$770K ﹤0.01%
52,000
+24,100
+86% +$615K
SOBO
7502
PUT
South Bow Corp
SOBO
$7.78B
$769K ﹤0.01%
30,140
-25,580
-46% -$640K
CBNK icon
7503
Capital Bancorp
CBNK
$613M
$769K ﹤0.01%
27,146
-2,653
-9% -$78.5K
AZTA icon
7504
PUT
Azenta
AZTA
$1.47B
$769K ﹤0.01%
22,200
-1,100
-5% -$50.6K
ETW
7505
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.07B
$769K ﹤0.01%
+93,192
New +$790K
PMAY icon
7506
Innovator US Equity Power Buffer ETF May
PMAY
$813M
$769K ﹤0.01%
21,470
+14,450
+206% +$522K
NHI icon
7507
CALL
National Health Investors
NHI
$3.61B
$768K ﹤0.01%
10,400
+1,900
+22% +$134K
WEAT icon
7508
Teucrium Wheat Fund
WEAT
$300M
$768K ﹤0.01%
32,817
-13,472
-29% -$331K
IBIC icon
7509
iShares iBonds Oct 2026 Term TIPS ETF
IBIC
$76.9M
$767K ﹤0.01%
+29,534
New +$760K
CWAN
7510
CALL
DELISTED
Clearwater Analytics
CWAN
$766K ﹤0.01%
28,600
+9,800
+52% +$275K
TMP icon
7511
Tompkins Financial
TMP
$1.44B
$766K ﹤0.01%
12,170
-775
-6% -$51.9K
ACIW icon
7512
PUT
ACI Worldwide
ACIW
$5.27B
$766K ﹤0.01%
14,000
+13,600
+3,400% +$722K
LNT icon
7513
PUT
Alliant Energy
LNT
$18.2B
$766K ﹤0.01%
11,900
-23,600
-66% -$1.44M
PK icon
7514
CALL
Park Hotels & Resorts
PK
$3.02B
$766K ﹤0.01%
71,700
+11,600
+19% +$147K
IWR icon
7515
PUT
iShares Russell Mid-Cap ETF
IWR
$57.5B
$766K ﹤0.01%
9,000
+5,700
+173% +$508K
BBU
7516
DELISTED
Brookfield Business Partners
BBU
$765K ﹤0.01%
32,614
+4,372
+15% +$101K
WMG icon
7517
PUT
Warner Music
WMG
$13.8B
$765K ﹤0.01%
24,400
+15,000
+160% +$487K
ILCV icon
7518
iShares Morningstar Value ETF
ILCV
$1.34B
$765K ﹤0.01%
9,391
+4,402
+88% +$364K
UTRE icon
7519
US Treasury 3 Year Note ETF
UTRE
$10.8M
$764K ﹤0.01%
15,428
-7,530
-33% -$370K
MED icon
7520
Medifast
MED
$128M
$764K ﹤0.01%
56,662
+23,504
+71% +$353K
IWP icon
7521
PUT
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$764K ﹤0.01%
6,500
-400
-6% -$51.4K
HUYA
7522
PUT
Huya Inc
HUYA
$521M
$764K ﹤0.01%
237,900
+126,800
+114% +$457K
QQQI icon
7523
CALL
NEOS Nasdaq 100 High Income ETF
QQQI
$14B
$764K ﹤0.01%
16,100
+9,000
+127% +$465K
BBIB icon
7524
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF
BBIB
$54.2M
$764K ﹤0.01%
7,746
-36
-0.5% -$3.5K
PKOH icon
7525
Park-Ohio Holdings
PKOH
$708M
$763K ﹤0.01%
35,344
-8,899
-20% -$213K
299 300
301
302 303

Similar funds

Northern Trust
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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
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.