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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
RERE
8826
ATRenew
RERE
$986M
$420K ﹤0.01%
+143,007
New +$420K
NVCT icon
8827
CALL
Nuvectis Pharma
NVCT
$681M
$420K ﹤0.01%
+43,000
New +$310K
AMG icon
8828
CALL
Affiliated Managers Group
AMG
$9.61B
$420K ﹤0.01%
2,500
-500
-17% -$87.2K
CMRX
8829
CALL
DELISTED
Chimerix, Inc.
CMRX
$420K ﹤0.01%
49,300
-63,700
-56% -$351K
XSVM icon
8830
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$666M
$419K ﹤0.01%
8,353
-2,788
-25% -$149K
IYE icon
8831
CALL
iShares US Energy ETF
IYE
$1.87B
$419K ﹤0.01%
8,500
-800
-9% -$38.1K
DAKT icon
8832
Daktronics
DAKT
$939M
$419K ﹤0.01%
34,399
+31,826
+1,237% +$480K
KMDA icon
8833
Kamada
KMDA
$455M
$419K ﹤0.01%
63,385
+41,022
+183% +$292K
CPLB
8834
NYLI MacKay Core Plus Bond ETF
CPLB
$379M
$419K ﹤0.01%
+19,696
New +$415K
JEMA icon
8835
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.66B
$418K ﹤0.01%
+10,932
New +$421K
SSB icon
8836
PUT
SouthState Bank Corp
SSB
$10.7B
$418K ﹤0.01%
4,500
+3,200
+246% +$315K
UMAY icon
8837
Innovator US Equity Ultra Buffer ETF May
UMAY
$141M
$418K ﹤0.01%
12,474
+893
+8% +$30.2K
VLTO icon
8838
PUT
Veralto
VLTO
$23.4B
$417K ﹤0.01%
4,284
-75,614
-95% -$7.55M
OILK icon
8839
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$239M
$417K ﹤0.01%
+9,574
New +$419K
PJFM icon
8840
PGIM Jennison Focused Mid-Cap ETF
PJFM
$20.4M
$417K ﹤0.01%
7,635
-788
-9% -$45.9K
SBSW icon
8841
CALL
Sibanye-Stillwater
SBSW
$7.49B
$417K ﹤0.01%
91,000
+51,400
+130% +$195K
DOO
8842
Bombardier Recreational Products
DOO
$5.03B
$417K ﹤0.01%
+12,327
New +$542K
VCTR icon
8843
CALL
Victory Capital Holdings
VCTR
$7.24B
$417K ﹤0.01%
7,200
+4,300
+148% +$272K
AMZZ icon
8844
PUT
GraniteShares 2x Long AMZN Daily ETF
AMZZ
$40M
$416K ﹤0.01%
16,700
+11,400
+215% +$381K
LECO icon
8845
PUT
Lincoln Electric
LECO
$15.4B
$416K ﹤0.01%
2,200
-6,500
-75% -$1.28M
FPI
8846
CALL
Farmland Partners
FPI
$435M
$416K ﹤0.01%
37,300
+3,900
+12% +$44.9K
UHT
8847
Universal Health Realty Income Trust
UHT
$561M
$416K ﹤0.01%
10,149
-10,076
-50% -$396K
ADUS icon
8848
CALL
Addus HomeCare
ADUS
$2.21B
$415K ﹤0.01%
4,200
-4,200
-50% -$467K
STRW icon
8849
Strawberry Fields REIT
STRW
$197M
$415K ﹤0.01%
+34,862
New +$403K
SBIO icon
8850
ALPS Medical Breakthroughs ETF
SBIO
$228M
$415K ﹤0.01%
14,552
-437
-3% -$13.8K
352 353
354
355 356

Similar funds

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Capital World Investors
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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
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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.