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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
ROM icon
9351
ProShares Ultra Technology
ROM
$1.32B
$328K ﹤0.01%
6,138
+1,880
+44% +$123K
CSTM icon
9352
CALL
Constellium
CSTM
$4.05B
$328K ﹤0.01%
32,500
-179,600
-85% -$1.91M
TERN
9353
CALL
DELISTED
Terns Pharmaceuticals
TERN
$328K ﹤0.01%
118,700
-78,800
-40% -$322K
IWS icon
9354
CALL
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$328K ﹤0.01%
2,600
-900
-26% -$117K
PAX icon
9355
CALL
Patria Investments
PAX
$1.86B
$327K ﹤0.01%
29,000
+17,300
+148% +$202K
PID icon
9356
Invesco International Dividend Achievers ETF
PID
$910M
$327K ﹤0.01%
+17,155
New +$326K
EJUL icon
9357
Innovator Emerging Markets Power Buffer ETF July
EJUL
$195M
$327K ﹤0.01%
+12,943
New +$326K
DAPR icon
9358
FT Vest US Equity Deep Buffer ETF April
DAPR
$315M
$327K ﹤0.01%
+8,784
New +$329K
REPX icon
9359
PUT
Riley Exploration Permian
REPX
$822M
$327K ﹤0.01%
11,200
+3,200
+40% +$103K
LCR icon
9360
Leuthold Core ETF
LCR
$69.2M
$327K ﹤0.01%
+9,532
New +$332K
CION icon
9361
CION Investment
CION
$359M
$327K ﹤0.01%
+31,557
New +$366K
WTS icon
9362
CALL
Watts Water Technologies
WTS
$12.8B
$326K ﹤0.01%
1,600
+800
+100% +$168K
ICVT icon
9363
CALL
iShares Convertible Bond ETF
ICVT
$7.77B
$326K ﹤0.01%
3,900
-800
-17% -$69K
VERI icon
9364
PUT
Veritone
VERI
$108M
$326K ﹤0.01%
140,200
-14,600
-9% -$42.4K
VFS icon
9365
PUT
VinFast Auto
VFS
$7.3B
$326K ﹤0.01%
102,500
-31,200
-23% -$116K
PLBC icon
9366
Plumas Bancorp
PLBC
$439M
$326K ﹤0.01%
7,525
-1,662
-18% -$74.5K
CTA icon
9367
CALL
Simplify Managed Futures Strategy ETF
CTA
$1.61B
$326K ﹤0.01%
+11,000
New +$320K
IDA icon
9368
CALL
Idacorp
IDA
$8.25B
$325K ﹤0.01%
2,800
-6,700
-71% -$751K
IRTC icon
9369
iRhythm Holdings
IRTC
$3.85B
$325K ﹤0.01%
3,102
-299,954
-99% -$31.8M
FDD icon
9370
First Trust STOXX European Select Dividend Income Fund
FDD
$918M
$325K ﹤0.01%
23,926
+16,678
+230% +$209K
UFEB icon
9371
Innovator US Equity Ultra Buffer ETF February
UFEB
$231M
$325K ﹤0.01%
10,020
-16,918
-63% -$561K
EMEQ
9372
Nomura Focused Emerging Markets Equity ETF
EMEQ
$624M
$324K ﹤0.01%
+12,606
New +$326K
SEPT icon
9373
AllianzIM U.S. Equity Buffer10 Sep ETF
SEPT
$33.5M
$324K ﹤0.01%
10,846
+2,724
+34% +$83.7K
YRD
9374
Yiren Digital
YRD
$104M
$324K ﹤0.01%
47,056
+28,873
+159% +$181K
PBP icon
9375
Invesco S&P 500 BuyWrite ETF
PBP
$365M
$324K ﹤0.01%
+14,601
New +$341K
373 374
375
376 377

Similar funds

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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
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
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.