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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
ARQQ icon
9501
Arqit Quantum
ARQQ
$424M
$306K ﹤0.01%
22,043
+16,916
+330% +$333K
ELMD icon
9502
CALL
Electromed
ELMD
$341M
$305K ﹤0.01%
12,800
-3,000
-19% -$87.6K
FARM
9503
DELISTED
Farmer Brothers
FARM
$305K ﹤0.01%
137,570
+98,467
+252% +$212K
AEYE icon
9504
CALL
AudioEye
AEYE
$100M
$305K ﹤0.01%
27,500
-121,300
-82% -$1.83M
MLNK
9505
DELISTED
MeridianLink
MLNK
$305K ﹤0.01%
16,468
-28,398
-63% -$549K
GRVY
9506
GRAVITY
GRVY
$489M
$305K ﹤0.01%
5,042
+1,814
+56% +$109K
CKPT
9507
PUT
DELISTED
Checkpoint Therapeutics
CKPT
$305K ﹤0.01%
75,500
-93,900
-55% -$313K
STXE icon
9508
Strive Emerging Markets ex-China ETF
STXE
$146M
$305K ﹤0.01%
+11,154
New +$309K
PRDO icon
9509
PUT
Perdoceo Education
PRDO
$2B
$305K ﹤0.01%
12,100
+2,700
+29% +$71.7K
GCAL
9510
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$182M
$305K ﹤0.01%
+6,078
New +$306K
IJUL icon
9511
Innovator International Developed Power Buffer ETF July
IJUL
$255M
$304K ﹤0.01%
+10,456
New +$302K
NJR icon
9512
PUT
New Jersey Resources
NJR
$5.64B
$304K ﹤0.01%
6,200
+5,300
+589% +$251K
ATS icon
9513
CALL
ATS Corp
ATS
$1.99B
$304K ﹤0.01%
12,200
-16,700
-58% -$466K
RSPH icon
9514
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$782M
$304K ﹤0.01%
10,221
-9,282
-48% -$282K
UA icon
9515
PUT
Under Armour Class C
UA
$2.26B
$304K ﹤0.01%
51,100
+40,400
+378% +$275K
SCHL icon
9516
PUT
Scholastic
SCHL
$781M
$304K ﹤0.01%
16,100
-5,200
-24% -$104K
IEZ icon
9517
iShares US Oil Equipment & Services ETF
IEZ
$394M
$304K ﹤0.01%
15,573
+1,809
+13% +$36.6K
IHY icon
9518
VanEck International High Yield Bond ETF
IHY
$43.2M
$304K ﹤0.01%
+14,488
New +$302K
LNN icon
9519
CALL
Lindsay Corp
LNN
$1.17B
$304K ﹤0.01%
2,400
+900
+60% +$117K
IBIK
9520
iShares iBonds Oct 2034 Term TIPS ETF
IBIK
$88.9M
$303K ﹤0.01%
+11,709
New +$295K
STXT icon
9521
Strive Total Return Bond ETF
STXT
$119M
$303K ﹤0.01%
15,071
-9,370
-38% -$187K
NVRO
9522
PUT
DELISTED
NEVRO CORP.
NVRO
$303K ﹤0.01%
51,900
-4,100
-7% -$21.6K
BRBS icon
9523
Blue Ridge Bankshares
BRBS
$331M
$303K ﹤0.01%
92,933
+37,969
+69% +$130K
HDV
9524
PUT
iShares Core High Dividend ETF
HDV
$15B
$303K ﹤0.01%
12,500
-29,500
-70% -$690K
SNDA icon
9525
Sonida Senior Living
SNDA
$1.88B
$303K ﹤0.01%
+12,993
New +$308K
379 380
381
382 383

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Charles Schwab
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T. Rowe Price Associates
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Norges Bank
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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.