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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
THRD
10451
CALL
DELISTED
Third Harmonic Bio
THRD
$195K ﹤0.01%
56,300
+56,200
+56,200% +$272K
AIA icon
10452
CALL
iShares Asia 50 ETF
AIA
$5.18B
$195K ﹤0.01%
2,700
-1,900
-41% -$137K
TMP icon
10453
PUT
Tompkins Financial
TMP
$1.45B
$195K ﹤0.01%
3,100
-3,200
-51% -$214K
INVZ icon
10454
CALL
Innoviz Technologies
INVZ
$105M
$195K ﹤0.01%
299,200
+76,300
+34% +$88.2K
DBA icon
10455
CALL
Invesco DB Agriculture Fund
DBA
$1.21B
$195K ﹤0.01%
7,400
+6,300
+573% +$170K
ODP
10456
PUT
DELISTED
ODP
ODP
$195K ﹤0.01%
13,600
-3,000
-18% -$57.6K
TRAK icon
10457
PUT
ReposiTrak
TRAK
$151M
$195K ﹤0.01%
9,600
-1,300
-12% -$26.9K
MORT icon
10458
PUT
VanEck Mortgage REIT Income ETF
MORT
$374M
$194K ﹤0.01%
17,400
+3,500
+25% +$39.2K
GO icon
10459
PUT
Grocery Outlet
GO
$1.11B
$194K ﹤0.01%
13,900
-42,100
-75% -$623K
CXDO icon
10460
CALL
Crexendo
CXDO
$219M
$194K ﹤0.01%
39,900
+13,300
+50% +$78K
USNA icon
10461
PUT
Usana Health Sciences
USNA
$241M
$194K ﹤0.01%
7,200
+5,100
+243% +$161K
FDSB
10462
Fifth District Bancorp
FDSB
$96.1M
$194K ﹤0.01%
15,915
-18,411
-54% -$232K
ASA
10463
ASA Gold and Precious Metals
ASA
$1.14B
$194K ﹤0.01%
6,424
+4,189
+187% +$104K
PDBC icon
10464
CALL
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.83B
$194K ﹤0.01%
14,200
+9,900
+230% +$133K
CCC
10465
CALL
CCC Intelligent Solutions
CCC
$4.02B
$193K ﹤0.01%
21,400
+8,400
+65% +$87.2K
PSNL icon
10466
PUT
Personalis
PSNL
$1.51B
$193K ﹤0.01%
55,000
-5,800
-10% -$27.6K
WHF icon
10467
PUT
WhiteHorse Finance
WHF
$151M
$193K ﹤0.01%
20,000
+11,800
+144% +$121K
OUT icon
10468
PUT
Outfront Media
OUT
$5.22B
$192K ﹤0.01%
11,911
-14,391
-55% -$257K
NGNE icon
10469
Neurogene
NGNE
$727M
$192K ﹤0.01%
+16,416
New +$285K
TTI icon
10470
PUT
TETRA Technologies
TTI
$1.27B
$192K ﹤0.01%
57,200
-54,200
-49% -$216K
CHT icon
10471
CALL
Chunghwa Telecom
CHT
$32.9B
$192K ﹤0.01%
+4,900
New +$189K
XOMA
10472
DELISTED
Xoma
XOMA
$192K ﹤0.01%
9,638
-1,911
-17% -$46K
BITQ icon
10473
CALL
Bitwise Crypto Industry Innovators ETF
BITQ
$387M
$192K ﹤0.01%
15,800
-16,800
-52% -$276K
VYMI icon
10474
CALL
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$192K ﹤0.01%
2,600
-300
-10% -$21.5K
UA icon
10475
CALL
Under Armour Class C
UA
$2.2B
$192K ﹤0.01%
32,200
-236,400
-88% -$1.61M
417 418
419
420 421

Similar funds

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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
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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.