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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
GLRE icon
8376
Greenlight Captial
GLRE
$509M
$514K ﹤0.01%
37,921
+25,841
+214% +$352K
LAZR
8377
DELISTED
Luminar Technologies
LAZR
$514K ﹤0.01%
+95,327
New +$576K
FOR icon
8378
Forestar Group
FOR
$1.46B
$514K ﹤0.01%
24,302
-53,281
-69% -$1.24M
SKT icon
8379
PUT
Tanger
SKT
$4.4B
$514K ﹤0.01%
15,200
-4,800
-24% -$161K
PLTY
8380
PUT
YieldMax PLTR Option Income Strategy ETF
PLTY
$375M
$514K ﹤0.01%
+9,000
New +$619K
LQDI icon
8381
iShares Inflation Hedged Corporate Bond ETF
LQDI
$70.6M
$513K ﹤0.01%
19,589
+1,344
+7% +$34.8K
ENS icon
8382
PUT
EnerSys
ENS
$7.23B
$513K ﹤0.01%
5,600
+1,100
+24% +$107K
ELM
8383
Elm Market Navigator ETF
ELM
$592M
$512K ﹤0.01%
+20,814
New +$518K
IART icon
8384
CALL
Integra LifeSciences
IART
$1.36B
$512K ﹤0.01%
23,300
+1,600
+7% +$37.6K
FXU icon
8385
First Trust Utilities AlphaDEX Fund
FXU
$822M
$512K ﹤0.01%
12,492
-27,367
-69% -$1.08M
ADTN icon
8386
PUT
Adtran
ADTN
$660M
$512K ﹤0.01%
58,700
+50,000
+575% +$503K
PFXF icon
8387
VanEck Preferred Securities ex Financials ETF
PFXF
$2.41B
$512K ﹤0.01%
30,540
+27,583
+933% +$476K
KARO icon
8388
Karooooo
KARO
$1.94B
$512K ﹤0.01%
12,032
-5,177
-30% -$234K
MCBS icon
8389
MetroCity Bankshares
MCBS
$1.04B
$512K ﹤0.01%
18,565
-1,307
-7% -$39.2K
FTRB icon
8390
Federated Hermes Total Return Bond ETF
FTRB
$592M
$511K ﹤0.01%
20,409
+5,760
+39% +$143K
XMVM icon
8391
Invesco S&P MidCap Value with Momentum ETF
XMVM
$516M
$511K ﹤0.01%
+9,691
New +$537K
DOMO icon
8392
PUT
Domo
DOMO
$176M
$511K ﹤0.01%
65,800
-49,400
-43% -$396K
PRTH icon
8393
Priority Technology Holdings
PRTH
$462M
$511K ﹤0.01%
+74,915
New +$709K
REZ icon
8394
PUT
iShares Residential and Multisector Real Estate ETF
REZ
$845M
$510K ﹤0.01%
5,900
+4,100
+228% +$342K
CGDV icon
8395
PUT
Capital Group Dividend Value ETF
CGDV
$38.5B
$510K ﹤0.01%
14,300
+13,900
+3,475% +$505K
QTJA icon
8396
Innovator Growth Accelerated Plus ETF January
QTJA
$21M
$510K ﹤0.01%
21,680
+4,712
+28% +$118K
PAL
8397
PUT
Proficient Auto Logistics
PAL
$158M
$509K ﹤0.01%
+60,800
New +$601K
PGJ icon
8398
Invesco Golden Dragon China ETF
PGJ
$93.3M
$509K ﹤0.01%
17,177
-17,100
-50% -$491K
INDL icon
8399
Direxion Daily MSCI India Bull 2X ETF
INDL
$55.9M
$508K ﹤0.01%
9,149
+6,473
+242% +$349K
USAU icon
8400
PUT
US Gold Corp
USAU
$241M
$508K ﹤0.01%
55,900
+15,900
+40% +$132K
334 335
336
337 338

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Charles Schwab
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T. Rowe Price Associates
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Norges Bank
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Capital Research Global Investors
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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.