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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
EQTY icon
10201
Kovitz Core Equity ETF
EQTY
$1.46B
$223K ﹤0.01%
+9,607
New +$232K
PGRO icon
10202
Putnam Focused Large Cap Growth ETF
PGRO
$216M
$223K ﹤0.01%
+6,437
New +$244K
NJUL icon
10203
Innovator Growth-100 Power Buffer ETF July
NJUL
$268M
$223K ﹤0.01%
3,710
-11,557
-76% -$725K
ATRC icon
10204
CALL
AtriCure
ATRC
$2.31B
$223K ﹤0.01%
6,900
-5,400
-44% -$200K
ATR icon
10205
PUT
AptarGroup
ATR
$8.41B
$223K ﹤0.01%
1,500
-4,600
-75% -$692K
SGML icon
10206
CALL
Sigma Lithium
SGML
$1.27B
$223K ﹤0.01%
21,400
-76,200
-78% -$875K
MOV icon
10207
PUT
Movado Group
MOV
$789M
$222K ﹤0.01%
13,300
-3,200
-19% -$60.7K
WCEO
10208
Hypatia Women CEO ETF
WCEO
$11.5M
$222K ﹤0.01%
+7,988
New +$236K
PBJA icon
10209
PGIM US Large-Cap Buffer 20 ETF January
PBJA
$63.7M
$222K ﹤0.01%
+8,037
New +$226K
ICUI icon
10210
PUT
ICU Medical
ICUI
$4.58B
$222K ﹤0.01%
1,600
-2,000
-56% -$310K
ARKZ
10211
DELISTED
ARK 21Shares Active Ethereum Futures Strategy ETF
ARKZ
$222K ﹤0.01%
+11,266
New +$324K
UFPT icon
10212
CALL
UFP Technologies
UFPT
$2.47B
$222K ﹤0.01%
1,100
-700
-39% -$169K
REPL icon
10213
Replimune Group
REPL
$1.37B
$222K ﹤0.01%
22,755
-113,609
-83% -$1.41M
CNNE icon
10214
PUT
Cannae Holdings
CNNE
$641M
$222K ﹤0.01%
12,100
+1,700
+16% +$32.1K
KURA icon
10215
CALL
Kura Oncology
KURA
$989M
$222K ﹤0.01%
33,600
+19,900
+145% +$155K
CYD icon
10216
China Yuchai International
CYD
$1.74B
$222K ﹤0.01%
13,050
-25
-0.2% -$384
WEST icon
10217
Westrock Coffee
WEST
$807M
$222K ﹤0.01%
+30,701
New +$201K
NVEE
10218
PUT
DELISTED
NV5 Global
NVEE
$222K ﹤0.01%
11,500
+100
+0.9% +$1.83K
SMIG icon
10219
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.51B
$222K ﹤0.01%
+7,765
New +$228K
VTOL icon
10220
CALL
Bristow Group
VTOL
$1.38B
$221K ﹤0.01%
7,000
+4,400
+169% +$151K
IVLU icon
10221
iShares MSCI Intl Value Factor ETF
IVLU
$4.54B
$221K ﹤0.01%
7,280
-3,388
-32% -$98.8K
QQQH
10222
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$386M
$221K ﹤0.01%
4,519
+944
+26% +$48.8K
HFGO icon
10223
Hartford Large Cap Growth ETF
HFGO
$210M
$221K ﹤0.01%
10,579
-6,641
-39% -$154K
AVK
10224
Advent Convertible and Income Fund
AVK
$565M
$220K ﹤0.01%
+19,121
New +$228K
GLBS icon
10225
Globus Maritime Ltd
GLBS
$82.4M
$220K ﹤0.01%
181,998
+45,261
+33% +$58.9K
407 408
409
410 411

Similar funds

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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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
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Capital Research Global Investors
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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.