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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
AWR icon
8926
CALL
American States Water
AWR
$3.54B
$401K ﹤0.01%
5,100
-1,200
-19% -$90.4K
ITDD icon
8927
iShares LifePath Target Date 2040 ETF
ITDD
$110M
$401K ﹤0.01%
+13,159
New +$408K
IEFA icon
8928
PUT
iShares Core MSCI EAFE ETF
IEFA
$194B
$401K ﹤0.01%
5,300
+2,800
+112% +$209K
CCB icon
8929
Coastal Financial
CCB
$757M
$401K ﹤0.01%
4,434
-20,091
-82% -$1.76M
BFLY icon
8930
CALL
Butterfly Network
BFLY
$2.35B
$401K ﹤0.01%
175,800
+36,000
+26% +$129K
CGNT icon
8931
PUT
Cognyte Software
CGNT
$667M
$400K ﹤0.01%
51,300
+34,800
+211% +$317K
FMX icon
8932
CALL
Fomento Económico Mexicano
FMX
$39.9B
$400K ﹤0.01%
4,100
+2,300
+128% +$208K
MKC.V icon
8933
McCormick & Company Voting
MKC.V
$14.9B
$400K ﹤0.01%
4,875
-914
-16% -$71.6K
PRVA icon
8934
PUT
Privia Health
PRVA
$2.77B
$400K ﹤0.01%
17,800
+4,600
+35% +$107K
TSMY
8935
YieldMax TSM Option Income Strategy ETF
TSMY
$107M
$400K ﹤0.01%
+27,275
New +$477K
ARTY
8936
PUT
iShares Future AI & Tech ETF
ARTY
$3.86B
$399K ﹤0.01%
+12,700
New +$471K
UFO icon
8937
Procure Space ETF
UFO
$623M
$399K ﹤0.01%
18,095
+11,855
+190% +$282K
DXD icon
8938
CALL
ProShares UltraShort Dow 30
DXD
$43.3M
$399K ﹤0.01%
14,400
+6,400
+80% +$169K
FFTY icon
8939
CALL
CapForce IBD 50 ETF
FFTY
$80M
$399K ﹤0.01%
14,800
+12,700
+605% +$373K
ESGR
8940
PUT
DELISTED
Enstar Group
ESGR
$399K ﹤0.01%
1,200
– –
CQQQ icon
8941
PUT
Invesco China Technology ETF
CQQQ
$3.15B
$399K ﹤0.01%
9,000
-500
-5% -$22K
OCTW icon
8942
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
$322M
$398K ﹤0.01%
+11,344
New +$405K
EDV icon
8943
CALL
Vanguard World Funds Extended Duration ETF
EDV
$3.42B
$398K ﹤0.01%
5,600
-700
-11% -$48.4K
FXNC icon
8944
First National Corp
FXNC
$290M
$398K ﹤0.01%
17,730
+6,370
+56% +$153K
CIB icon
8945
PUT
Grupo Cibest SA
CIB
$23B
$398K ﹤0.01%
9,900
+3,800
+62% +$149K
HF icon
8946
DGA Absolute Return ETF
HF
$20.9M
$398K ﹤0.01%
+19,644
New +$400K
USLM icon
8947
PUT
United States Lime & Minerals
USLM
$3.38B
$398K ﹤0.01%
4,500
-2,000
-31% -$208K
PLMR icon
8948
PUT
Palomar
PLMR
$3.43B
$398K ﹤0.01%
2,900
-900
-24% -$107K
QMOM icon
8949
Alpha Architect US Quantitative Momentum ETF
QMOM
$444M
$397K ﹤0.01%
+6,687
New +$426K
RPV icon
8950
CALL
Invesco S&P 500 Pure Value ETF
RPV
$1.75B
$397K ﹤0.01%
4,300
+4,000
+1,333% +$368K
356 357
358
359 360

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.