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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
TMSL icon
7576
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.95B
$745K ﹤0.01%
24,426
-21,035
-46% -$683K
GMAB icon
7577
PUT
Genmab
GMAB
$20.3B
$744K ﹤0.01%
38,000
+25,200
+197% +$529K
PEGA icon
7578
CALL
Pegasystems
PEGA
$5.34B
$744K ﹤0.01%
21,400
-7,400
-26% -$327K
PFM icon
7579
Invesco Dividend Achievers ETF
PFM
$809M
$743K ﹤0.01%
+16,224
New +$758K
TSDD icon
7580
CALL
GraniteShares 2x Short TSLA Daily ETF
TSDD
$29M
$742K ﹤0.01%
12,900
+12,785
+11,117% +$605K
NUDV icon
7581
Nuveen ESG Dividend ETF
NUDV
$51.1M
$741K ﹤0.01%
+26,564
New +$753K
MAIN icon
7582
CALL
Main Street Capital
MAIN
$5.41B
$741K ﹤0.01%
13,100
+3,200
+32% +$190K
BBSI icon
7583
CALL
Barrett Business Services
BBSI
$759M
$741K ﹤0.01%
18,000
-6,100
-25% -$254K
FLRN icon
7584
CALL
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.95B
$740K ﹤0.01%
24,000
-14,600
-38% -$450K
INTT icon
7585
CALL
inTEST
INTT
$180M
$740K ﹤0.01%
105,800
+67,600
+177% +$561K
SLVR
7586
Sprott Silver Miners & Physical Silver ETF
SLVR
$728M
$738K ﹤0.01%
+30,832
New +$710K
SEI
7587
PUT
Solaris Energy Infrastructure
SEI
$4.08B
$738K ﹤0.01%
33,900
+30,900
+1,030% +$857K
NAGE
7588
Niagen Bioscience
NAGE
$242M
$738K ﹤0.01%
106,899
+80,284
+302% +$504K
JHCB icon
7589
John Hancock Corporate Bond ETF
JHCB
$96.6M
$737K ﹤0.01%
34,734
-30,904
-47% -$654K
BKSY icon
7590
BlackSky Technology
BKSY
$1.18B
$737K ﹤0.01%
95,366
-160,703
-63% -$2.02M
NFRA icon
7591
Northern Trust STOXX Global Broad Infrastructure ETF
NFRA
$3.04B
$737K ﹤0.01%
+12,785
New +$718K
HIG icon
7592
Hartford Financial Services
HIG
$37.5B
$736K ﹤0.01%
5,949
-350,370
-98% -$40.2M
OBT icon
7593
Orange County Bancorp
OBT
$519M
$736K ﹤0.01%
31,458
+72
+0.2% +$1.84K
LSEA
7594
CALL
DELISTED
Landsea Homes
LSEA
$736K ﹤0.01%
114,600
+103,900
+971% +$805K
HCAT icon
7595
Health Catalyst
HCAT
$128M
$735K ﹤0.01%
162,241
-122,687
-43% -$649K
AQLT
7596
iShares MSCI Global Quality Factor ETF
AQLT
$325M
$735K ﹤0.01%
+31,420
New +$769K
CSHI icon
7597
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.61B
$735K ﹤0.01%
+14,801
New +$737K
EPRT icon
7598
CALL
Essential Properties Realty Trust
EPRT
$6.73B
$734K ﹤0.01%
22,500
-13,900
-38% -$441K
LIND icon
7599
Lindblad Expeditions
LIND
$2.15B
$734K ﹤0.01%
79,204
-72,153
-48% -$823K
TU icon
7600
PUT
Telus
TU
$15.3B
$734K ﹤0.01%
51,200
+28,600
+127% +$420K
302 303
304
305 306

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.