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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
CRNX icon
7976
CALL
Crinetics Pharmaceuticals
CRNX
$8.99B
$617K ﹤0.01%
18,400
+7,400
+67% +$276K
ISCV icon
7977
iShares Morningstar Small-Cap Value ETF
ISCV
$701M
$617K ﹤0.01%
+10,404
New +$654K
NOCT icon
7978
Innovator Growth-100 Power Buffer ETF October
NOCT
$228M
$617K ﹤0.01%
12,410
-16,853
-58% -$867K
APPN icon
7979
CALL
Appian
APPN
$2.5B
$617K ﹤0.01%
21,400
-1,300
-6% -$42.5K
COM icon
7980
CALL
Direxion Auspice Broad Commodity Strategy ETF
COM
$210M
$616K ﹤0.01%
+21,000
New +$608K
HEES
7981
PUT
DELISTED
H&E Equipment Services
HEES
$616K ﹤0.01%
6,500
+2,700
+71% +$235K
SPYT icon
7982
Defiance S&P 500 Income Target ETF
SPYT
$158M
$615K ﹤0.01%
+35,025
New +$657K
FPH icon
7983
Five Point Holdings
FPH
$368M
$615K ﹤0.01%
115,208
+99,640
+640% +$525K
OPK icon
7984
CALL
Opko Health
OPK
$1.02B
$615K ﹤0.01%
370,400
+38,600
+12% +$63.6K
HYLB icon
7985
PUT
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$615K ﹤0.01%
17,000
-3,100
-15% -$113K
IJK icon
7986
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$614K ﹤0.01%
7,378
+3,735
+103% +$336K
ALKS icon
7987
CALL
Alkermes
ALKS
$8.3B
$614K ﹤0.01%
18,600
+1,600
+9% +$52.2K
MBCN
7988
DELISTED
Middlefield Banc Corp
MBCN
$614K ﹤0.01%
21,966
+3,358
+18% +$87.7K
GOOS
7989
PUT
Canada Goose Holdings
GOOS
$826M
$614K ﹤0.01%
77,200
+16,300
+27% +$161K
CWAN
7990
PUT
DELISTED
Clearwater Analytics
CWAN
$614K ﹤0.01%
22,900
-50,000
-69% -$1.4M
BAB icon
7991
CALL
Invesco Taxable Municipal Bond ETF
BAB
$991M
$614K ﹤0.01%
23,000
-4,800
-17% -$127K
SKYT
7992
CALL
DELISTED
SkyWater Technology
SKYT
$613K ﹤0.01%
86,500
+31,100
+56% +$305K
BLOK icon
7993
PUT
Amplify Blockchain Technology ETF
BLOK
$1.05B
$612K ﹤0.01%
16,600
-27,300
-62% -$1.2M
BUG icon
7994
Global X Cybersecurity ETF
BUG
$1.5B
$612K ﹤0.01%
18,928
-4,328
-19% -$146K
OPRA
7995
CALL
Opera Ltd
OPRA
$1.75B
$612K ﹤0.01%
38,400
-28,600
-43% -$529K
VIAV icon
7996
CALL
Viavi Solutions
VIAV
$10.2B
$612K ﹤0.01%
54,700
+5,500
+11% +$61.2K
IBHE
7997
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$612K ﹤0.01%
+26,332
New +$612K
FXL icon
7998
First Trust Technology AlphaDEX Fund
FXL
$2.79B
$612K ﹤0.01%
4,624
+895
+24% +$133K
DFH icon
7999
CALL
Dream Finders Homes
DFH
$1.3B
$611K ﹤0.01%
27,100
+16,600
+158% +$388K
HTHT icon
8000
PUT
Huazhu Hotels Group
HTHT
$14.1B
$611K ﹤0.01%
16,500
-14,100
-46% -$488K
318 319
320
321 322

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UBS Group
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
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Norges Bank
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Capital Research Global Investors
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Royal Bank of Canada
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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.