We are live on ! Find out more
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
CGC
7551
CALL
Canopy Growth
CGC
$445M
$752K ﹤0.01%
825,860
-212,870
-20% -$374K
APGE icon
7552
PUT
Apogee Therapeutics
APGE
$10.2B
$751K ﹤0.01%
20,100
+17,500
+673% +$677K
KOP icon
7553
Koppers
KOP
$897M
$751K ﹤0.01%
26,815
-43,403
-62% -$1.31M
BWIN
7554
CALL
Baldwin Insurance Group
BWIN
$2.92B
$751K ﹤0.01%
16,800
-7,400
-31% -$301K
TRNS icon
7555
Transcat
TRNS
$878M
$750K ﹤0.01%
10,078
-8,375
-45% -$702K
FRST icon
7556
Primis Financial Corp
FRST
$413M
$750K ﹤0.01%
76,779
+4,453
+6% +$47.5K
TARS icon
7557
CALL
Tarsus Pharmaceuticals
TARS
$3.12B
$750K ﹤0.01%
14,600
+2,200
+18% +$109K
MSEX icon
7558
CALL
Middlesex Water
MSEX
$1.09B
$750K ﹤0.01%
11,700
+5,900
+102% +$321K
PST icon
7559
ProShares Trust UltraShort Lehman 7-10 Year Treasury
PST
$10.6M
$750K ﹤0.01%
32,714
+21,010
+180% +$500K
DMLP icon
7560
PUT
Dorchester Minerals
DMLP
$1.38B
$749K ﹤0.01%
24,900
+7,000
+39% +$220K
DNUT icon
7561
PUT
Krispy Kreme
DNUT
$562M
$749K ﹤0.01%
152,200
+6,400
+4% +$48.9K
XSEP icon
7562
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$136M
$749K ﹤0.01%
+19,366
New +$758K
VTIP icon
7563
CALL
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$749K ﹤0.01%
15,000
+10,200
+213% +$501K
BHRB icon
7564
Burke & Herbert Financial Services Corp
BHRB
$1.46B
$748K ﹤0.01%
13,338
-6,995
-34% -$428K
R icon
7565
PUT
Ryder
R
$9.94B
$748K ﹤0.01%
5,200
-2,600
-33% -$405K
GNW icon
7566
CALL
Genworth Financial
GNW
$3.81B
$747K ﹤0.01%
105,400
+36,000
+52% +$250K
AGIO icon
7567
CALL
Agios Pharmaceuticals
AGIO
$2.05B
$747K ﹤0.01%
25,500
+16,100
+171% +$534K
HNI icon
7568
HNI Corp
HNI
$3.43B
$747K ﹤0.01%
16,845
-44,984
-73% -$2.13M
SSL icon
7569
Sasol
SSL
$7.51B
$747K ﹤0.01%
176,578
+126,546
+253% +$574K
DAX icon
7570
PUT
Global X DAX Germany ETF
DAX
$235M
$747K ﹤0.01%
+19,100
New +$718K
GRNY
7571
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.4B
$746K ﹤0.01%
41,045
-132,306
-76% -$2.62M
GNK icon
7572
PUT
Genco Shipping & Trading
GNK
$1.14B
$745K ﹤0.01%
55,800
+44,000
+373% +$624K
VBR icon
7573
PUT
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.7B
$745K ﹤0.01%
4,000
-2,600
-39% -$514K
IUS icon
7574
Invesco RAFI Strategic US ETF
IUS
$961M
$745K ﹤0.01%
+15,094
New +$763K
SPYT icon
7575
PUT
Defiance S&P 500 Income Target ETF
SPYT
$158M
$745K ﹤0.01%
+42,400
New +$795K
301 302
303
304 305

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.