We are live on ! Find out more
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
VTC icon
9451
Vanguard Total Corporate Bond ETF
VTC
$1.7B
$312K ﹤0.01%
4,069
-5,106
-56% -$389K
VTS icon
9452
CALL
Vitesse Energy
VTS
$683M
$312K ﹤0.01%
12,700
-38,993
-75% -$998K
METCB icon
9453
Ramaco Resources Class B
METCB
$432M
$312K ﹤0.01%
46,279
+28,511
+160% +$240K
TBBB icon
9454
CALL
BBB Foods
TBBB
$5.76B
$312K ﹤0.01%
11,700
-2,400
-17% -$66.9K
EPC icon
9455
PUT
Edgewell Personal Care
EPC
$1.31B
$312K ﹤0.01%
10,000
+4,800
+92% +$151K
ESI icon
9456
PUT
Element Solutions
ESI
$9.56B
$312K ﹤0.01%
13,800
-4,600
-25% -$118K
RMNY
9457
Rockefeller New York Municipal Bond ETF
RMNY
$28M
$312K ﹤0.01%
+12,694
New +$316K
ELCV
9458
Eventide High Dividend ETF
ELCV
$263M
$312K ﹤0.01%
12,518
-3,747
-23% -$95.6K
LEMB icon
9459
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$723M
$312K ﹤0.01%
+8,316
New +$308K
CBZ icon
9460
CALL
CBIZ
CBZ
$2.97B
$311K ﹤0.01%
4,100
+800
+24% +$64.3K
TNC icon
9461
CALL
Tennant Co
TNC
$1.17B
$311K ﹤0.01%
3,900
+3,800
+3,800% +$321K
TCBI icon
9462
Texas Capital Bancshares
TCBI
$4.39B
$311K ﹤0.01%
4,161
-49,410
-92% -$3.84M
EUFN icon
9463
CALL
iShares MSCI Europe Financials ETF
EUFN
$4.31B
$311K ﹤0.01%
10,900
-32,600
-75% -$865K
IXN icon
9464
CALL
iShares Global Tech ETF
IXN
$9.53B
$311K ﹤0.01%
4,100
-1,100
-21% -$91.1K
NBDS icon
9465
Neuberger Disrupters ETF
NBDS
$193M
$310K ﹤0.01%
11,709
-490
-4% -$14.8K
IGIC icon
9466
PUT
International General Insurance
IGIC
$1.16B
$310K ﹤0.01%
11,800
+200
+2% +$5.07K
GEVO icon
9467
Gevo
GEVO
$396M
$310K ﹤0.01%
267,595
-106,066
-28% -$178K
STIP icon
9468
CALL
iShares 0-5 Year TIPS Bond ETF
STIP
$16B
$310K ﹤0.01%
3,000
-19,700
-87% -$2.01M
SLYG icon
9469
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.23B
$310K ﹤0.01%
+3,738
New +$334K
RDW icon
9470
Redwire
RDW
$3.35B
$310K ﹤0.01%
+37,424
New +$620K
IAGG icon
9471
CALL
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$310K ﹤0.01%
+6,200
New +$310K
BL icon
9472
CALL
BlackLine
BL
$1.77B
$310K ﹤0.01%
6,400
+2,100
+49% +$115K
HTGC icon
9473
CALL
Hercules Capital
HTGC
$3.1B
$309K ﹤0.01%
16,100
-48,600
-75% -$981K
RSPE icon
9474
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$71.6M
$309K ﹤0.01%
11,866
-20,174
-63% -$542K
SFY icon
9475
SoFi Select 500 ETF
SFY
$701M
$309K ﹤0.01%
3,027
-12,314
-80% -$1.34M
377 378
379
380 381

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.