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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
EDOG icon
7626
ALPS Emerging Sector Dividend Dogs ETF
EDOG
$29.5M
$728K ﹤0.01%
+34,657
New +$732K
MGV icon
7627
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
$728K ﹤0.01%
5,648
-3,598
-39% -$465K
WCMI
7628
First Trust WCM International Equity ETF
WCMI
$1.84B
$727K ﹤0.01%
+51,406
New +$720K
NTLA icon
7629
CALL
Intellia Therapeutics
NTLA
$1.63B
$726K ﹤0.01%
102,100
-15,400
-13% -$156K
EMQQ icon
7630
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$264M
$725K ﹤0.01%
19,003
-37,126
-66% -$1.39M
CUT icon
7631
Invesco MSCI Global Timber ETF
CUT
$32.5M
$725K ﹤0.01%
23,580
-6,456
-21% -$208K
CMCO icon
7632
Columbus McKinnon
CMCO
$514M
$725K ﹤0.01%
42,807
+20,261
+90% +$526K
IQSM icon
7633
IQ Candriam US Mid Cap Equity ETF
IQSM
$338M
$725K ﹤0.01%
23,716
+3,310
+16% +$107K
BIZD icon
7634
CALL
VanEck BDC Income ETF
BIZD
$1.69B
$724K ﹤0.01%
43,200
+23,600
+120% +$403K
STRT icon
7635
STRATTEC Security
STRT
$342M
$724K ﹤0.01%
18,348
+10,174
+124% +$436K
PNW icon
7636
PUT
Pinnacle West Capital
PNW
$12.1B
$724K ﹤0.01%
7,600
-7,400
-49% -$661K
SHCO
7637
DELISTED
Soho House & Co
SHCO
$723K ﹤0.01%
117,044
+12,552
+12% +$90.8K
EQR icon
7638
CALL
Equity Residential
EQR
$23.9B
$723K ﹤0.01%
10,100
-30,800
-75% -$2.18M
UBND icon
7639
Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND
$1.99B
$723K ﹤0.01%
+33,161
New +$715K
CAPL icon
7640
PUT
CrossAmerica Partners
CAPL
$919M
$722K ﹤0.01%
29,400
-7,300
-20% -$168K
IYF icon
7641
PUT
iShares US Financials ETF
IYF
$4.39B
$722K ﹤0.01%
6,400
-800
-11% -$91.6K
BKTI icon
7642
BK Technologies
BKTI
$297M
$722K ﹤0.01%
+18,411
New +$583K
ADUS icon
7643
PUT
Addus HomeCare
ADUS
$2.21B
$722K ﹤0.01%
7,300
+3,000
+70% +$334K
BDC icon
7644
CALL
Belden
BDC
$5.38B
$722K ﹤0.01%
7,200
-7,600
-51% -$843K
MLAB icon
7645
Mesa Laboratories
MLAB
$602M
$722K ﹤0.01%
6,082
-735
-11% -$100K
SPMD icon
7646
CALL
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$722K ﹤0.01%
14,100
+12,000
+571% +$654K
CVLG icon
7647
PUT
Covenant Logistics
CVLG
$899M
$722K ﹤0.01%
32,500
+28,300
+674% +$729K
CYRX icon
7648
CALL
CryoPort
CYRX
$776M
$721K ﹤0.01%
118,600
+65,700
+124% +$455K
NWL icon
7649
CALL
Newell Brands
NWL
$2.53B
$721K ﹤0.01%
116,300
-147,300
-56% -$1.18M
SPTI icon
7650
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.7B
$721K ﹤0.01%
25,216
+17,269
+217% +$486K
304 305
306
307 308

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.