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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
DRN icon
10401
Direxion Daily Real Estate Bull 3X ETF
DRN
$46.1M
$201K ﹤0.01%
19,491
-75,052
-79% -$774K
HBNC icon
10402
CALL
Horizon Bancorp
HBNC
$1.05B
$201K ﹤0.01%
13,300
+3,800
+40% +$61.7K
NZAC icon
10403
State Street SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
$199M
$200K ﹤0.01%
5,666
-3,760
-40% -$138K
SKYH icon
10404
PUT
Sky Harbour Group
SKYH
$394M
$200K ﹤0.01%
15,400
+2,000
+15% +$22.4K
NSSC icon
10405
PUT
Napco Security Technologies
NSSC
$1.37B
$200K ﹤0.01%
8,700
-300
-3% -$8.51K
VIR icon
10406
PUT
Vir Biotechnology
VIR
$1.59B
$200K ﹤0.01%
30,900
+2,300
+8% +$20.4K
COLL icon
10407
CALL
Collegium Pharmaceutical
COLL
$883M
$200K ﹤0.01%
6,700
-11,100
-62% -$339K
FTK icon
10408
CALL
Flotek Industries
FTK
$1.09B
$200K ﹤0.01%
24,000
+11,400
+90% +$98.5K
XES icon
10409
CALL
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$393M
$200K ﹤0.01%
2,800
-4,100
-59% -$317K
III icon
10410
Information Services Group
III
$238M
$199K ﹤0.01%
51,001
-43,409
-46% -$143K
SVC
10411
PUT
Service Properties Trust
SVC
$1.03B
$199K ﹤0.01%
15,260
+2,000
+15% +$27.1K
GOLF icon
10412
CALL
Acushnet Holdings
GOLF
$5.29B
$199K ﹤0.01%
2,900
-2,900
-50% -$197K
CSBR icon
10413
Champions Oncology
CSBR
$69.5M
$199K ﹤0.01%
22,902
+12,034
+111% +$122K
REZ icon
10414
CALL
iShares Residential and Multisector Real Estate ETF
REZ
$846M
$199K ﹤0.01%
2,300
-400
-15% -$33.4K
GABC icon
10415
PUT
German American Bancorp
GABC
$1.92B
$199K ﹤0.01%
5,300
-1,100
-17% -$43.3K
SAGE
10416
CALL
DELISTED
Sage Therapeutics
SAGE
$199K ﹤0.01%
25,000
-96,500
-79% -$707K
FLYW icon
10417
CALL
Flywire
FLYW
$2.23B
$199K ﹤0.01%
20,900
-6,800
-25% -$107K
HLIT icon
10418
PUT
Harmonic Inc
HLIT
$1.48B
$199K ﹤0.01%
20,700
-10,900
-34% -$120K
GGLS icon
10419
Direxion Daily GOOGL Bear 1X ETF
GGLS
$11.9M
$198K ﹤0.01%
+1,356
New +$173K
DRVN icon
10420
Driven Brands
DRVN
$2.06B
$198K ﹤0.01%
+11,572
New +$189K
PPA icon
10421
PUT
Invesco Aerospace & Defense ETF
PPA
$8.73B
$198K ﹤0.01%
1,700
-900
-35% -$106K
EQC
10422
CALL
DELISTED
Equity Commonwealth
EQC
$198K ﹤0.01%
123,000
-7,200
-6% -$12.1K
GXC icon
10423
PUT
State Street SPDR S&P China ETF
GXC
$473M
$198K ﹤0.01%
2,300
+800
+53% +$65.7K
MMS icon
10424
CALL
Maximus
MMS
$2.85B
$198K ﹤0.01%
2,900
-2,600
-47% -$185K
SHIP icon
10425
Seanergy Maritime Holdings
SHIP
$368M
$198K ﹤0.01%
+30,897
New +$216K
415 416
417
418 419

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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.