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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
RWR icon
10251
CALL
State Street SPDR Dow Jones REIT ETF
RWR
$1.88B
$218K ﹤0.01%
2,200
+1,300
+144% +$130K
ALKT icon
10252
PUT
Alkami Technology
ALKT
$2.15B
$218K ﹤0.01%
8,300
+3,000
+57% +$94.5K
BELT
10253
DELISTED
BlackRock ETF Trust iShares U.S. Select Equity Active ETF
BELT
$218K ﹤0.01%
+7,863
New +$236K
SGHC icon
10254
PUT
SGHC Ltd
SGHC
$6.58B
$218K ﹤0.01%
33,800
-30,800
-48% -$221K
AGG icon
10255
PUT
iShares Core US Aggregate Bond ETF
AGG
$138B
$218K ﹤0.01%
2,200
-3,300
-60% -$323K
PWOD
10256
DELISTED
Penns Woods Bancorp
PWOD
$218K ﹤0.01%
+7,797
New +$233K
FUMB icon
10257
First Trust Ultra Short Duration Municipal ETF
FUMB
$248M
$218K ﹤0.01%
+10,824
New +$218K
CTA icon
10258
Simplify Managed Futures Strategy ETF
CTA
$1.61B
$217K ﹤0.01%
+7,344
New +$213K
ATLO icon
10259
AMES National
ATLO
$282M
$217K ﹤0.01%
12,404
-10,739
-46% -$192K
TAIL icon
10260
PUT
Cambria Tail Risk ETF
TAIL
$148M
$217K ﹤0.01%
18,400
+6,100
+50% +$68.9K
OLPX
10261
DELISTED
Olaplex Holdings
OLPX
$217K ﹤0.01%
170,626
-23,316
-12% -$34.5K
PEBO icon
10262
CALL
Peoples Bancorp
PEBO
$1.47B
$217K ﹤0.01%
7,300
+700
+11% +$22K
GRNY
10263
CALL
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.45B
$216K ﹤0.01%
11,900
-33,600
-74% -$666K
UAUG icon
10264
Innovator US Equity Ultra Buffer ETF August
UAUG
$182M
$216K ﹤0.01%
+6,247
New +$223K
VERA icon
10265
PUT
Vera Therapeutics
VERA
$2.29B
$216K ﹤0.01%
9,000
-20,700
-70% -$665K
LQPE
10266
DELISTED
PEO AlphaQuest Thematic PE ETF
LQPE
$216K ﹤0.01%
+11,905
New +$227K
GHM icon
10267
PUT
Graham Corp
GHM
$1.36B
$216K ﹤0.01%
7,500
+6,400
+582% +$243K
FIZZ icon
10268
PUT
National Beverage
FIZZ
$2.9B
$216K ﹤0.01%
5,200
-12,400
-70% -$511K
CAAP icon
10269
PUT
Corporacion America
CAAP
$6.26B
$216K ﹤0.01%
11,800
+5,600
+90% +$106K
WT icon
10270
PUT
WisdomTree
WT
$3.48B
$216K ﹤0.01%
24,200
-34,900
-59% -$325K
LAZ icon
10271
Lazard
LAZ
$4.31B
$216K ﹤0.01%
+4,984
New +$248K
BOC icon
10272
CALL
Boston Omaha
BOC
$392M
$216K ﹤0.01%
14,800
+10,500
+244% +$151K
TARK icon
10273
Tradr 2X Long Innovation ETF
TARK
$16.6M
$216K ﹤0.01%
7,575
+4,281
+130% +$187K
BNDD icon
10274
Quadratic Deflation ETF
BNDD
$20.5M
$215K ﹤0.01%
2,013
-4,557
-69% -$491K
CRON
10275
CALL
Cronos Group
CRON
$1.16B
$215K ﹤0.01%
119,000
-109,800
-48% -$212K
409 410
411
412 413

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
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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.