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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
LUNG icon
9851
PUT
Pulmonx
LUNG
$95.8M
$261K ﹤0.01%
38,800
+3,400
+10% +$24.1K
NIM icon
9852
Nuveen Select Maturities Municipal Fund
NIM
$116M
$261K ﹤0.01%
+28,002
New +$254K
FINV
9853
CALL
FinVolution Group
FINV
$1.03B
$261K ﹤0.01%
27,100
+26,200
+2,911% +$215K
SFST icon
9854
Southern First Bancshares
SFST
$610M
$261K ﹤0.01%
7,926
-5,252
-40% -$184K
FBNC icon
9855
CALL
First Bancorp
FBNC
$2.74B
$261K ﹤0.01%
6,500
-3,000
-32% -$127K
ULTY icon
9856
PUT
YieldMax Ultra Option Income Strategy ETF
ULTY
$768M
$261K ﹤0.01%
4,310
+1,050
+32% +$81.9K
BNL icon
9857
PUT
Broadstone Net Lease
BNL
$4.34B
$261K ﹤0.01%
15,300
+8,600
+128% +$139K
RCUS icon
9858
CALL
Arcus Biosciences
RCUS
$3.76B
$261K ﹤0.01%
33,200
-6,100
-16% -$70.7K
AHR icon
9859
CALL
American Healthcare REIT
AHR
$10.5B
$261K ﹤0.01%
8,600
-51,700
-86% -$1.49M
MRCC
9860
PUT
DELISTED
Monroe Capital Corp
MRCC
$261K ﹤0.01%
+33,400
New +$279K
MGTX icon
9861
PUT
MeiraGTx Holdings
MGTX
$1.32B
$260K ﹤0.01%
38,400
+7,600
+25% +$51K
TASK icon
9862
TaskUs
TASK
$659M
$260K ﹤0.01%
19,097
-139
-0.7% -$2.09K
FISR icon
9863
State Street Fixed Income Sector Rotation ETF
FISR
$615M
$260K ﹤0.01%
10,055
-3,451
-26% -$88.3K
NBBK icon
9864
CALL
NB Bancorp
NBBK
$1B
$260K ﹤0.01%
14,400
-68,300
-83% -$1.27M
ORR
9865
Militia Long/Short Equity ETF
ORR
$347M
$260K ﹤0.01%
+9,334
New +$254K
RGLS
9866
DELISTED
Regulus Therapeutics
RGLS
$259K ﹤0.01%
148,280
-7,278
-5% -$9.6K
BZFD icon
9867
PUT
BuzzFeed
BZFD
$92.5M
$259K ﹤0.01%
121,700
-54,250
-31% -$130K
CLPR
9868
Clipper Realty
CLPR
$54.1M
$259K ﹤0.01%
+67,475
New +$283K
CNA icon
9869
CALL
CNA Financial
CNA
$13.5B
$259K ﹤0.01%
5,100
-2,200
-30% -$107K
BEEZ
9870
Honeytree US Equity ETF
BEEZ
$6M
$259K ﹤0.01%
8,519
+575
+7% +$18.2K
FBY icon
9871
CALL
YieldMax META Option Income Strategy ETF
FBY
$101M
$259K ﹤0.01%
+16,000
New +$304K
BNDX icon
9872
CALL
Vanguard Total International Bond ETF
BNDX
$82.6B
$259K ﹤0.01%
5,300
+3,500
+194% +$171K
ONEQ icon
9873
PUT
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$259K ﹤0.01%
3,800
+2,600
+217% +$194K
LYLD
9874
Cambria Large Cap Shareholder Yield ETF
LYLD
$9.16M
$259K ﹤0.01%
10,038
-7,237
-42% -$188K
TGI
9875
PUT
DELISTED
Triumph Group
TGI
$258K ﹤0.01%
10,200
+500
+5% +$11.6K
393 394
395
396 397

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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.