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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
SCHK icon
10276
PUT
Schwab 1000 Index ETF
SCHK
$5.96B
$215K ﹤0.01%
8,000
+1,100
+16% +$31.2K
LFCR icon
10277
Lifecore Biomedical
LFCR
$169M
$215K ﹤0.01%
+30,523
New +$190K
SPTN
10278
PUT
DELISTED
SpartanNash
SPTN
$215K ﹤0.01%
10,600
-13,800
-57% -$265K
SEG
10279
PUT
Seaport Entertainment Group
SEG
$348M
$215K ﹤0.01%
+10,000
New +$244K
RXST icon
10280
PUT
RxSight
RXST
$266M
$215K ﹤0.01%
8,500
-200
-2% -$5.94K
DVY icon
10281
iShares Select Dividend ETF
DVY
$23.9B
$215K ﹤0.01%
1,598
-8,161
-84% -$1.09M
ASYS icon
10282
Amtech Systems
ASYS
$299M
$214K ﹤0.01%
44,406
+4,150
+10% +$21.4K
GEF icon
10283
PUT
Greif
GEF
$4.98B
$214K ﹤0.01%
3,900
-7,100
-65% -$418K
IMCV icon
10284
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.18B
$214K ﹤0.01%
+2,889
New +$217K
TFIN icon
10285
PUT
Triumph Financial Inc
TFIN
$1.84B
$214K ﹤0.01%
3,700
-300
-8% -$21.9K
PRKS icon
10286
PUT
United Parks & Resorts
PRKS
$2.01B
$214K ﹤0.01%
4,700
-20,800
-82% -$1.07M
MCFT icon
10287
PUT
MasterCraft Boat Holdings
MCFT
$613M
$214K ﹤0.01%
12,400
-18,200
-59% -$330K
MRC
10288
CALL
DELISTED
MRC Global
MRC
$214K ﹤0.01%
18,600
-4,500
-19% -$58.1K
FFWM
10289
PUT
DELISTED
First Foundation Inc
FFWM
$213K ﹤0.01%
41,100
+7,000
+21% +$37.5K
IMOS
10290
ChipMOS TECHNOLOGIES
IMOS
$1.99B
$213K ﹤0.01%
+12,649
New +$241K
SRTY icon
10291
CALL
ProShares UltraPro Short Russell2000
SRTY
$66.5M
$213K ﹤0.01%
+2,150
New +$172K
AHYB icon
10292
American Century Select High Yield ETF
AHYB
$62.1M
$213K ﹤0.01%
+4,649
New +$213K
MAXI icon
10293
Simplify Bitcoin Strategy ETF
MAXI
$24.7M
$213K ﹤0.01%
+10,614
New +$269K
CLNE icon
10294
PUT
Clean Energy Fuels
CLNE
$366M
$212K ﹤0.01%
137,000
+13,400
+11% +$34K
PRSU
10295
PUT
Pursuit Attractions and Hospitality Inc
PRSU
$1.3B
$212K ﹤0.01%
6,000
+400
+7% +$15.6K
BZAI
10296
PUT
Blaize Holdings
BZAI
$64M
$212K ﹤0.01%
+105,100
New +$475K
ELME
10297
CALL
Elme Communities
ELME
$144M
$212K ﹤0.01%
12,200
+2,000
+20% +$32.3K
DOGZ icon
10298
Dogness International Corp
DOGZ
$18.1M
$212K ﹤0.01%
+7,454
New +$233K
CUT icon
10299
CALL
Invesco MSCI Global Timber ETF
CUT
$32.7M
$212K ﹤0.01%
6,900
+6,800
+6,800% +$219K
USLM icon
10300
CALL
United States Lime & Minerals
USLM
$3.37B
$212K ﹤0.01%
2,400
-1,600
-40% -$166K
410 411
412
413 414

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.