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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
PTVE
9526
PUT
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
$303K ﹤0.01%
16,800
-1,100
-6% -$19.6K
DISO
9527
DELISTED
YieldMax DIS Option Income Strategy ETF
DISO
$303K ﹤0.01%
21,318
+3,083
+17% +$48.7K
AMN icon
9528
AMN Healthcare
AMN
$1.34B
$302K ﹤0.01%
12,367
-156,825
-93% -$4.03M
SIXO icon
9529
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
$118M
$302K ﹤0.01%
+9,575
New +$311K
SNT
9530
Senstar Technologies
SNT
$40.6M
$302K ﹤0.01%
87,114
+66,606
+325% +$238K
CMCL icon
9531
CALL
Caledonia Mining Corp
CMCL
$434M
$302K ﹤0.01%
24,200
+18,200
+303% +$187K
ETD icon
9532
PUT
Ethan Allen Interiors
ETD
$581M
$302K ﹤0.01%
10,900
-6,500
-37% -$185K
CVLG icon
9533
Covenant Logistics
CVLG
$886M
$302K ﹤0.01%
13,594
-34,760
-72% -$895K
LALT icon
9534
First Trust Multi-Strategy Alternative ETF
LALT
$323M
$302K ﹤0.01%
14,216
-32,650
-70% -$694K
SF
9535
PUT
Stifel
SF
$12.7B
$302K ﹤0.01%
4,800
-9,150
-66% -$645K
NC icon
9536
NACCO Industries
NC
$313M
$302K ﹤0.01%
8,942
-3,225
-27% -$104K
PHR icon
9537
CALL
Phreesia
PHR
$716M
$302K ﹤0.01%
11,800
-1,000
-8% -$27.2K
LINC icon
9538
CALL
Lincoln Educational Services
LINC
$911M
$302K ﹤0.01%
19,000
+13,700
+258% +$223K
FBK icon
9539
PUT
FB Financial Corp
FBK
$3.09B
$301K ﹤0.01%
6,500
-1,900
-23% -$95.2K
DFSV
9540
CALL
Dimensional US Small Cap Value ETF
DFSV
$8.56B
$301K ﹤0.01%
10,700
+10,100
+1,683% +$306K
DOCT
9541
FT Vest US Equity Deep Buffer ETF October
DOCT
$389M
$301K ﹤0.01%
7,852
-202
-3% -$7.97K
TSHA icon
9542
Taysha Gene Therapies
TSHA
$2.02B
$301K ﹤0.01%
216,611
-528,594
-71% -$884K
UOCT icon
9543
Innovator US Equity Ultra Buffer ETF October
UOCT
$181M
$301K ﹤0.01%
8,713
-5,895
-40% -$209K
CARK icon
9544
CastleArk Large Growth ETF
CARK
$346M
$301K ﹤0.01%
8,580
+1,453
+20% +$56.5K
MLN icon
9545
VanEck Long Muni ETF
MLN
$680M
$301K ﹤0.01%
17,307
+8,996
+108% +$159K
FCBC icon
9546
First Community Bankshares
FCBC
$936M
$301K ﹤0.01%
7,984
+1,823
+30% +$74.3K
SKF icon
9547
CALL
ProShares UltraShort Financials
SKF
$10.6M
$301K ﹤0.01%
9,200
-6,400
-41% -$210K
PRTA icon
9548
PUT
Prothena Corp
PRTA
$456M
$301K ﹤0.01%
24,300
-82,800
-77% -$1.17M
ISCB icon
9549
iShares Morningstar Small-Cap ETF
ISCB
$293M
$301K ﹤0.01%
5,548
-4,431
-44% -$259K
WIW
9550
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$512M
$301K ﹤0.01%
34,190
+17,001
+99% +$147K
380 381
382
383 384

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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
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Norges Bank
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Capital Research Global Investors
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Royal Bank of Canada
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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.