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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
+3.57%
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
$578B
AUM Growth
+$59.6B
Cap. Flow
+$35.2B
Cap. Flow %
6.08%
Top 10 Hldgs %
31.21%
Holding
15,826
New
1,745
Increased
6,428
Reduced
6,082
Closed
1,423

Top Buys

Rank Stock Value
1
BA icon
Boeing
BA
+$830M
2
UNH icon
UnitedHealth
UNH
+$769M
3
AJG icon
Arthur J. Gallagher & Co
AJG
+$691M
4
AMZN icon
Amazon
AMZN
+$654M
5
BAC icon
Bank of America
BAC
+$634M

Sector Composition

Rank Sector Weight
1 Healthcare 3.13%
2 Technology 2.97%
3 Financials 2.19%
4 Consumer Discretionary 2.09%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FMB icon
7701
First Trust Managed Municipal ETF
FMB
$2.05B
$725K ﹤0.01%
14,218
-879
-6% -$45.2K
HYLB icon
7702
PUT
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$725K ﹤0.01%
+20,100
New +$733K
PUK icon
7703
Prudential
PUK
$34.9B
$725K ﹤0.01%
45,469
-257,094
-85% -$4.31M
SBGI icon
7704
PUT
Sinclair Inc
SBGI
$1.03B
$725K ﹤0.01%
44,900
-26,800
-37% -$452K
CPER icon
7705
CALL
United States Copper Index Fund
CPER
$733M
$725K ﹤0.01%
28,800
-53,000
-65% -$1.42M
NPV icon
7706
Nuveen Virginia Quality Municipal Income Fund
NPV
$212M
$724K ﹤0.01%
57,268
+149
+0.3% +$1.95K
AVUV icon
7707
CALL
Avantis US Small Cap Value ETF
AVUV
$31.4B
$724K ﹤0.01%
7,500
-8,000
-52% -$795K
WHF icon
7708
WhiteHorse Finance
WHF
$152M
$724K ﹤0.01%
+74,778
New +$822K
SITC icon
7709
CALL
SITE Centers
SITC
$156M
$724K ﹤0.01%
47,325
+35,405
+297% +$571K
GSM icon
7710
FerroAtlántica
GSM
$777M
$722K ﹤0.01%
190,071
-768,882
-80% -$3.3M
EWCZ
7711
DELISTED
European Wax Center
EWCZ
$722K ﹤0.01%
108,173
+39,630
+58% +$261K
ACCO icon
7712
Acco Brands
ACCO
$390M
$721K ﹤0.01%
137,415
-80,824
-37% -$449K
MMSC icon
7713
First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
$53.1M
$721K ﹤0.01%
+34,782
New +$746K
DLS icon
7714
WisdomTree International SmallCap Dividend Fund
DLS
$1.07B
$721K ﹤0.01%
11,451
+5,736
+100% +$373K
UGP icon
7715
Ultrapar
UGP
$6.75B
$721K ﹤0.01%
274,076
+156,661
+133% +$519K
ZROZ icon
7716
CALL
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.32B
$721K ﹤0.01%
10,500
-30,600
-74% -$2.29M
EVBN
7717
DELISTED
Evans Bancorp Inc
EVBN
$720K ﹤0.01%
16,625
+10,246
+161% +$433K
OMER icon
7718
Omeros
OMER
$1.24B
$720K ﹤0.01%
72,825
+22,713
+45% +$156K
HRMY icon
7719
PUT
Harmony Biosciences
HRMY
$2.22B
$719K ﹤0.01%
20,900
+3,100
+17% +$107K
WVE icon
7720
PUT
Wave Life Sciences
WVE
$1B
$719K ﹤0.01%
58,100
+32,800
+130% +$438K
AMRC icon
7721
CALL
Ameresco
AMRC
$1.51B
$718K ﹤0.01%
30,600
-18,500
-38% -$534K
BUR icon
7722
Burford Capital
BUR
$938M
$718K ﹤0.01%
56,317
+52,082
+1,230% +$699K
ROAM icon
7723
Hartford Multifactor Emerging Markets ETF
ROAM
$110M
$718K ﹤0.01%
+31,484
New +$766K
GATO
7724
DELISTED
Gatos Silver, Inc.
GATO
$718K ﹤0.01%
51,350
+21,660
+73% +$353K
PSC icon
7725
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.42B
$718K ﹤0.01%
+14,001
New +$745K

Similar funds

Ken Griffin's Q4 2024 Portfolio in Review

As of Q4 2024, Ken Griffin held 15,826 positions worth $578B, up 11% from $518B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Ken Griffin deployed $35.2B of net new capital in Q4 2024, opening 1,745 new positions and adding to 6,428 existing holdings. Its largest new stake was Zoetis: 1,090,499 shares worth $178M.

By sector, the portfolio is most concentrated in Healthcare at 3.1% of assets, up from 2.9% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $1.23B trimmed.

  • Ken Griffin's largest Q4 2024 buy was Zoetis: 1,090,499 shares worth $178M.
  • Ken Griffin added most to Boeing in Q4 2024, an estimated $830M increase.
  • Ken Griffin's biggest Q4 2024 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.23B.
  • Ken Griffin fully exited Spotify in Q4 2024, selling an estimated $473M.
  • Ken Griffin's ten largest holdings make up 31% of its $578B portfolio in Q4 2024.
  • Ken Griffin opened 1,745 new positions and closed 1,423 in Q4 2024.
  • Ken Griffin's portfolio value rose 11% quarter-over-quarter to $578B.

Based on Citadel Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.