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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
FMET icon
8226
Fidelity Metaverse ETF
FMET
$45.9M
$552K ﹤0.01%
19,895
+8,754
+79% +$266K
OUNZ icon
8227
VanEck Merk Gold Trust
OUNZ
$2.69B
$552K ﹤0.01%
18,305
-37,010
-67% -$1.02M
NUKZ icon
8228
Range Nuclear Renaissance Index ETF
NUKZ
$785M
$552K ﹤0.01%
+14,464
New +$644K
DEA
8229
CALL
Easterly Government Properties
DEA
$1.16B
$551K ﹤0.01%
20,800
+6,520
+46% +$179K
DOO
8230
CALL
Bombardier Recreational Products
DOO
$5.03B
$551K ﹤0.01%
16,300
+1,600
+11% +$70.3K
DRN icon
8231
CALL
Direxion Daily Real Estate Bull 3X ETF
DRN
$45.8M
$551K ﹤0.01%
53,400
-36,600
-41% -$377K
EWN icon
8232
iShares MSCI Netherlands ETF
EWN
$718M
$551K ﹤0.01%
11,784
-29,555
-71% -$1.39M
FOA icon
8233
CALL
Finance of America Companies
FOA
$192M
$551K ﹤0.01%
25,900
+20,000
+339% +$489K
JHMM icon
8234
John Hancock Multifactor Mid Cap ETF
JHMM
$6.12B
$550K ﹤0.01%
9,604
-1,922
-17% -$116K
CBFV icon
8235
CB Financial Services
CBFV
$189M
$550K ﹤0.01%
+19,333
New +$555K
OXLC
8236
Oxford Lane Capital
OXLC
$905M
$550K ﹤0.01%
23,304
-168,950
-88% -$4.2M
INTF icon
8237
iShares International Equity Factor ETF
INTF
$3.73B
$550K ﹤0.01%
+17,831
New +$542K
QCRH icon
8238
CALL
QCR Holdings
QCRH
$1.7B
$549K ﹤0.01%
7,700
+400
+5% +$30.5K
FEAT
8239
DELISTED
YieldMax Dorsey Wright Featured 5 Income ETF
FEAT
$549K ﹤0.01%
15,313
-6,189
-29% -$261K
PTNQ icon
8240
Pacer Trendpilot 100 ETF
PTNQ
$1.25B
$549K ﹤0.01%
7,726
+1,406
+22% +$104K
SMBC icon
8241
Southern Missouri Bancorp
SMBC
$835M
$548K ﹤0.01%
10,541
-2,180
-17% -$123K
FLNA
8242
CALL
Filana Therapeutics
FLNA
$41.9M
$548K ﹤0.01%
365,300
-6,800
-2% -$17.2K
DFAC icon
8243
CALL
Dimensional US Core Equity 2 ETF
DFAC
$49.3B
$548K ﹤0.01%
+16,600
New +$576K
LQIG
8244
DELISTED
State Street SPDR MarketAxess Investment Grade 400 Corporate Bond ETF
LQIG
$547K ﹤0.01%
5,757
-13,061
-69% -$1.23M
DAWN
8245
PUT
DELISTED
Day One Biopharmaceuticals
DAWN
$547K ﹤0.01%
69,000
-13,000
-16% -$140K
FOCT icon
8246
FT Vest US Equity Buffer ETF October
FOCT
$1.18B
$547K ﹤0.01%
13,178
-2,758
-17% -$118K
PABU icon
8247
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.51B
$547K ﹤0.01%
+9,124
New +$583K
XPEL icon
8248
PUT
XPEL
XPEL
$1.37B
$546K ﹤0.01%
18,600
+4,900
+36% +$184K
MOMO
8249
CALL
Hello Group
MOMO
$851M
$546K ﹤0.01%
86,600
-60,400
-41% -$436K
TDC icon
8250
CALL
Teradata
TDC
$2.65B
$546K ﹤0.01%
24,300
-6,800
-22% -$184K
328 329
330
331 332

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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.