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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
CMP icon
7751
Compass Minerals
CMP
$1.1B
$686K ﹤0.01%
73,875
-67,177
-48% -$767K
EBF icon
7752
Ennis
EBF
$577M
$686K ﹤0.01%
34,161
-7,429
-18% -$154K
FXR icon
7753
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$754M
$685K ﹤0.01%
9,830
+507
+5% +$37.8K
CLOU icon
7754
CALL
Global X Cloud Computing ETF
CLOU
$351M
$684K ﹤0.01%
32,600
+29,000
+806% +$693K
QYLD icon
7755
PUT
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.29B
$683K ﹤0.01%
41,100
-4,000
-9% -$71.8K
SMWB icon
7756
CALL
Similarweb
SMWB
$766M
$682K ﹤0.01%
82,500
-58,600
-42% -$722K
FELV icon
7757
Fidelity Enhanced Large Cap Value ETF
FELV
$3.46B
$682K ﹤0.01%
+22,188
New +$693K
YMAB
7758
DELISTED
Y-mAbs Therapeutics
YMAB
$682K ﹤0.01%
153,955
-67,959
-31% -$395K
DLX icon
7759
CALL
Deluxe
DLX
$1.1B
$681K ﹤0.01%
43,100
+6,100
+16% +$116K
SIGA icon
7760
PUT
SIGA Technologies
SIGA
$216M
$681K ﹤0.01%
124,300
-39,300
-24% -$233K
DJUL icon
7761
FT Vest US Equity Deep Buffer ETF July
DJUL
$476M
$681K ﹤0.01%
+16,654
New +$702K
EXPO icon
7762
PUT
Exponent
EXPO
$3.33B
$681K ﹤0.01%
8,400
+6,000
+250% +$523K
OVLY icon
7763
Oak Valley Bancorp
OVLY
$290M
$681K ﹤0.01%
27,271
+13,157
+93% +$344K
INSW icon
7764
PUT
International Seaways
INSW
$4.94B
$681K ﹤0.01%
20,500
-12,200
-37% -$447K
TRVI icon
7765
CALL
Trevi Therapeutics
TRVI
$2.66B
$681K ﹤0.01%
108,200
+91,000
+529% +$434K
PSL icon
7766
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$84.6M
$681K ﹤0.01%
6,280
+2,206
+54% +$239K
RFCI icon
7767
ALPS Dynamic Core Income ETF
RFCI
$15.4M
$680K ﹤0.01%
30,226
+557
+2% +$12.5K
EMHY icon
7768
iShares JPMorgan EM High Yield Bond ETF
EMHY
$644M
$679K ﹤0.01%
+17,772
New +$684K
IHRT icon
7769
PUT
iHeartMedia
IHRT
$480M
$679K ﹤0.01%
411,600
+5,800
+1% +$11.7K
EMCR icon
7770
Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF
EMCR
$60.4M
$679K ﹤0.01%
+22,989
New +$679K
KLIP icon
7771
PUT
KraneShares China Internet and Covered Call Strategy ETF
KLIP
$101M
$678K ﹤0.01%
20,629
+20,229
+5,057% +$667K
RPAR icon
7772
CALL
RPAR Risk Parity ETF
RPAR
$585M
$677K ﹤0.01%
34,400
+11,100
+48% +$215K
MIR icon
7773
PUT
Mirion Technologies
MIR
$3.89B
$677K ﹤0.01%
46,700
-25,200
-35% -$396K
ZTRE icon
7774
F/M 3-Year Investment Grade Corporate Bond ETF
ZTRE
$42.5M
$677K ﹤0.01%
13,329
-2,148
-14% -$108K
AMWD
7775
CALL
DELISTED
American Woodmark
AMWD
$677K ﹤0.01%
11,500
+3,700
+47% +$262K
309 310
311
312 313

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.