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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
QAT icon
9576
iShares MSCI Qatar ETF
QAT
$62.8M
$298K ﹤0.01%
16,695
-53,494
-76% -$960K
VBNK
9577
VersaBank
VBNK
$644M
$298K ﹤0.01%
28,749
-213,589
-88% -$2.65M
DSTL icon
9578
Distillate US Fundamental Stability & Value ETF
DSTL
$2.05B
$298K ﹤0.01%
5,491
-321
-6% -$17.9K
FBY icon
9579
YieldMax META Option Income Strategy ETF
FBY
$101M
$298K ﹤0.01%
+18,407
New +$350K
BNDX icon
9580
PUT
Vanguard Total International Bond ETF
BNDX
$82.6B
$298K ﹤0.01%
+6,100
New +$298K
TFJL icon
9581
Innovator 20+ Year Treasury Bond 5 Floor ETF July
TFJL
$4.21M
$298K ﹤0.01%
14,338
+3,121
+28% +$63.4K
HR icon
9582
PUT
Healthcare Realty
HR
$6.56B
$297K ﹤0.01%
17,600
-3,800
-18% -$63.1K
CTO
9583
CALL
CTO Realty Growth
CTO
$821M
$297K ﹤0.01%
15,400
-16,400
-52% -$318K
CXDO icon
9584
PUT
Crexendo
CXDO
$218M
$297K ﹤0.01%
61,000
-4,300
-7% -$25.2K
JULZ icon
9585
TrueShares Structured Outcome July ETF
JULZ
$39.1M
$297K ﹤0.01%
+7,403
New +$309K
PBTP icon
9586
Invesco 0-5 Yr US TIPS ETF
PBTP
$121M
$297K ﹤0.01%
+11,434
New +$294K
GRSD
9587
Grandstand Ltd
GRSD
$73M
$297K ﹤0.01%
23,517
-312,316
-93% -$4.39M
INFL icon
9588
CALL
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.57B
$297K ﹤0.01%
7,300
+6,400
+711% +$256K
MTLS
9589
PUT
Materialise
MTLS
$389M
$297K ﹤0.01%
60,300
+53,200
+749% +$365K
ARHS icon
9590
PUT
Arhaus
ARHS
$1.35B
$297K ﹤0.01%
34,100
-29,400
-46% -$314K
RWL icon
9591
Invesco S&P 500 Revenue ETF
RWL
$9.98B
$297K ﹤0.01%
2,986
+639
+27% +$64.6K
ZAUG
9592
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
$130M
$297K ﹤0.01%
12,010
+1,198
+11% +$29.9K
CNEQ icon
9593
Alger Concentrated Equity ETF
CNEQ
$1.07B
$296K ﹤0.01%
+13,014
New +$334K
NESR
9594
National Energy Services Reunited Corp
NESR
$3.61B
$296K ﹤0.01%
+40,265
New +$348K
RCEL icon
9595
CALL
Avita Medical
RCEL
$244M
$296K ﹤0.01%
36,400
+7,600
+26% +$71K
LND
9596
BrasilAgro
LND
$355M
$296K ﹤0.01%
74,446
+26,387
+55% +$99.1K
ESSA
9597
DELISTED
ESSA Bancorp
ESSA
$296K ﹤0.01%
15,712
-3,269
-17% -$66.2K
YBTC icon
9598
Roundhill Bitcoin Covered Call Strategy ETF
YBTC
$139M
$296K ﹤0.01%
7,408
+3,145
+74% +$145K
OCTU
9599
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU
$58.5M
$296K ﹤0.01%
12,014
+1,432
+14% +$36.4K
STR
9600
CALL
DELISTED
Sitio Royalties
STR
$296K ﹤0.01%
14,900
+9,700
+187% +$196K
382 383
384
385 386

Similar funds

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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.