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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
IRTR icon
9176
iShares LifePath Retirement ETF
IRTR
$58.9M
$356K ﹤0.01%
12,487
+1,675
+15% +$47.9K
ZDGE icon
9177
PUT
Zedge
ZDGE
$38.7M
$356K ﹤0.01%
152,800
+146,800
+2,447% +$374K
CCD
9178
Calamos Dynamic Convertible & Income Fund
CCD
$740M
$356K ﹤0.01%
+16,721
New +$391K
FXA icon
9179
Invesco CurrencyShares Australian Dollar Trust
FXA
$94.9M
$356K ﹤0.01%
5,749
-10,725
-65% -$667K
GJAN icon
9180
FT Vest US Equity Moderate Buffer ETF January
GJAN
$438M
$356K ﹤0.01%
+9,442
New +$365K
MLTX icon
9181
CALL
MoonLake Immunotherapeutics
MLTX
$1.39B
$356K ﹤0.01%
9,100
-2,400
-21% -$103K
AGYS icon
9182
PUT
Agilysys
AGYS
$3.22B
$355K ﹤0.01%
4,900
+3,500
+250% +$320K
MVIS icon
9183
Microvision
MVIS
$46.2M
$355K ﹤0.01%
19,106
+5,287
+38% +$110K
CURI icon
9184
CuriosityStream
CURI
$167M
$355K ﹤0.01%
132,585
+71,445
+117% +$174K
CEMB icon
9185
iShares JPMorgan EM Corporate Bond ETF
CEMB
$418M
$355K ﹤0.01%
7,858
+2,473
+46% +$111K
HTLD icon
9186
PUT
Heartland Express
HTLD
$984M
$355K ﹤0.01%
38,500
+33,500
+670% +$355K
CRWL
9187
GraniteShares 2x Long CRWD Daily ETF
CRWL
$52.6M
$355K ﹤0.01%
+15,716
New +$444K
GRNY
9188
PUT
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.42B
$354K ﹤0.01%
19,500
+14,400
+282% +$286K
ALKT icon
9189
CALL
Alkami Technology
ALKT
$2.2B
$354K ﹤0.01%
13,500
-69,600
-84% -$2.19M
LFVN icon
9190
CALL
LifeVantage
LFVN
$81.6M
$354K ﹤0.01%
24,300
-10,600
-30% -$200K
SPBO icon
9191
PUT
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.13B
$354K ﹤0.01%
+12,200
New +$352K
PBDC icon
9192
Putnam BDC Income ETF
PBDC
$307M
$354K ﹤0.01%
10,217
+3,952
+63% +$139K
FJUN icon
9193
FT Vest US Equity Buffer ETF June
FJUN
$1.4B
$354K ﹤0.01%
7,097
-5,272
-43% -$272K
ITGR icon
9194
PUT
Integer Holdings
ITGR
$4.26B
$354K ﹤0.01%
3,000
+100
+3% +$13.1K
OMAB icon
9195
CALL
Grupo Aeroportuario Centro Norte
OMAB
$4.93B
$354K ﹤0.01%
4,500
-1,400
-24% -$108K
MSFL icon
9196
GraniteShares 2x Long MSFT Daily ETF
MSFL
$80.2M
$354K ﹤0.01%
+19,850
New +$426K
BRC icon
9197
PUT
Brady Corp
BRC
$4.44B
$353K ﹤0.01%
5,000
+4,500
+900% +$327K
STGW icon
9198
CALL
Stagwell
STGW
$2.17B
$353K ﹤0.01%
58,300
+53,900
+1,225% +$339K
BSJP
9199
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$352K ﹤0.01%
15,287
-11,671
-43% -$270K
GOOD
9200
CALL
Gladstone Commercial Corp
GOOD
$621M
$352K ﹤0.01%
23,500
+6,800
+41% +$107K
366 367
368
369 370

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.