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
XITK icon
7926
State Street SPDR FactSet Innovative Technology ETF
XITK
$71.2M
$632K ﹤0.01%
3,948
-2,869
-42% -$513K
EWT icon
7927
CALL
iShares MSCI Taiwan ETF
EWT
$11.2B
$631K ﹤0.01%
13,300
-62,500
-82% -$3.22M
BHE icon
7928
CALL
Benchmark Electronics
BHE
$2.76B
$631K ﹤0.01%
16,600
+6,900
+71% +$291K
FDTS icon
7929
First Trust Developed Markets ex-US Small Cap AlphaDEX Fund
FDTS
$13.9M
$630K ﹤0.01%
15,021
+3,857
+35% +$160K
LZ icon
7930
CALL
LegalZoom.com
LZ
$974M
$630K ﹤0.01%
73,200
+34,700
+90% +$311K
IMAX icon
7931
PUT
IMAX
IMAX
$2.87B
$630K ﹤0.01%
23,900
+7,400
+45% +$185K
TGLS icon
7932
CALL
Tecnoglass Holdings
TGLS
$1.76B
$630K ﹤0.01%
8,800
-5,100
-37% -$379K
GHTA icon
7933
Goose Hollow Tactical Allocation ETF
GHTA
$41.5M
$630K ﹤0.01%
+21,641
New +$634K
YMAX icon
7934
CALL
YieldMax Universe Fund of Option Income ETFs
YMAX
$386M
$629K ﹤0.01%
47,100
+33,500
+246% +$525K
SPGP icon
7935
CALL
Invesco S&P 500 GARP ETF
SPGP
$2.3B
$629K ﹤0.01%
6,300
+3,200
+103% +$337K
ORN icon
7936
Orion Group Holdings
ORN
$397M
$628K ﹤0.01%
120,168
+70,809
+143% +$495K
ZTWO icon
7937
F/M 2-Year Investment Grade Corporate Bond ETF
ZTWO
$18.1M
$628K ﹤0.01%
12,413
-1,746
-12% -$88.1K
DXJ icon
7938
CALL
WisdomTree Japan Hedged Equity Fund
DXJ
$7.24B
$628K ﹤0.01%
5,700
-52,600
-90% -$5.78M
E icon
7939
CALL
ENI
E
$80.8B
$628K ﹤0.01%
20,300
+5,200
+34% +$152K
OBND icon
7940
State Street Loomis Sayles Opportunistic Bond ETF
OBND
$57.3M
$627K ﹤0.01%
+24,218
New +$626K
QCRH icon
7941
QCR Holdings
QCRH
$1.72B
$627K ﹤0.01%
8,797
-390
-4% -$29.7K
PTCT icon
7942
CALL
PTC Therapeutics
PTCT
$6.06B
$627K ﹤0.01%
12,300
-4,600
-27% -$230K
QSI icon
7943
PUT
Quantum-Si Incorporated
QSI
$159M
$626K ﹤0.01%
521,700
+226,400
+77% +$434K
WWJD icon
7944
Inspire International ETF
WWJD
$567M
$626K ﹤0.01%
+20,359
New +$618K
NGD
7945
PUT
DELISTED
New Gold Inc
NGD
$626K ﹤0.01%
168,700
-23,900
-12% -$70.8K
TUG icon
7946
STF Tactical Growth ETF
TUG
$33.7M
$626K ﹤0.01%
20,208
+953
+5% +$31.8K
FNLC icon
7947
First Bancorp
FNLC
$399M
$625K ﹤0.01%
+25,291
New +$647K
BKCH icon
7948
Global X Blockchain ETF
BKCH
$197M
$625K ﹤0.01%
18,923
+6,743
+55% +$325K
BBW icon
7949
PUT
Build-A-Bear
BBW
$479M
$624K ﹤0.01%
16,800
-33,500
-67% -$1.33M
FGD icon
7950
CALL
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.6B
$624K ﹤0.01%
25,800
+22,000
+579% +$514K
316 317
318
319 320

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.