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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
CPF icon
10576
Central Pacific Financial
CPF
$996M
$178K ﹤0.01%
6,588
+4,364
+196% +$123K
AEVA
10577
CALL
Aeva Technologies
AEVA
$1.62B
$178K ﹤0.01%
25,400
+16,300
+179% +$67.2K
TIP icon
10578
PUT
iShares TIPS Bond ETF
TIP
$14.7B
$178K ﹤0.01%
1,600
-391,100
-100% -$42.5M
TWIN icon
10579
Twin Disc
TWIN
$354M
$178K ﹤0.01%
23,468
+9,601
+69% +$93.2K
SXI icon
10580
CALL
Standex International
SXI
$4.01B
$178K ﹤0.01%
1,100
-300
-21% -$55K
SCHL icon
10581
CALL
Scholastic
SCHL
$781M
$177K ﹤0.01%
9,400
+3,400
+57% +$68K
ANGO icon
10582
CALL
AngioDynamics
ANGO
$655M
$177K ﹤0.01%
18,900
+6,900
+58% +$72.5K
MIDU icon
10583
PUT
Direxion Daily Mid Cap Bull 3X ETF
MIDU
$81.8M
$177K ﹤0.01%
4,300
+3,300
+330% +$170K
ONDS icon
10584
PUT
Ondas Inc
ONDS
$5.27B
$177K ﹤0.01%
165,700
+110,600
+201% +$166K
PENG
10585
PUT
Penguin Solutions Inc
PENG
$3.27B
$177K ﹤0.01%
10,200
-13,600
-57% -$267K
CRDF icon
10586
PUT
Cardiff Oncology
CRDF
$74.9M
$177K ﹤0.01%
56,300
-33,300
-37% -$132K
HTH icon
10587
PUT
Hilltop Holdings
HTH
$2.27B
$177K ﹤0.01%
5,800
+4,300
+287% +$131K
XTKG
10588
DELISTED
X3 Holdings Co., Ltd. Class A Ordinary Shares
XTKG
$176K ﹤0.01%
+860
New +$135K
JMBS icon
10589
CALL
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.75B
$176K ﹤0.01%
3,900
+2,400
+160% +$107K
ODP
10590
CALL
DELISTED
ODP
ODP
$176K ﹤0.01%
12,300
-3,500
-22% -$67.1K
TDAC
10591
Translational Development Acquisition Corp
TDAC
$238M
$176K ﹤0.01%
+17,479
New +$176K
DHC
10592
PUT
Diversified Healthcare Trust
DHC
$2.03B
$176K ﹤0.01%
73,400
-88,700
-55% -$219K
NAT icon
10593
CALL
Nordic American Tanker
NAT
$1.42B
$176K ﹤0.01%
71,600
+44,100
+160% +$116K
TRVI icon
10594
PUT
Trevi Therapeutics
TRVI
$2.63B
$176K ﹤0.01%
28,000
-21,500
-43% -$103K
SLN
10595
Silence Therapeutics
SLN
$648M
$176K ﹤0.01%
62,441
-220,296
-78% -$1.08M
PNTG icon
10596
CALL
Pennant Group
PNTG
$1.37B
$176K ﹤0.01%
7,000
-2,400
-26% -$61.4K
WSBC icon
10597
CALL
WesBanco
WSBC
$4.09B
$176K ﹤0.01%
5,680
-8,220
-59% -$274K
CSGS
10598
CALL
DELISTED
CSG Systems International
CSGS
$175K ﹤0.01%
2,900
-200
-6% -$11.9K
REZI icon
10599
CALL
Resideo Technologies
REZI
$3.11B
$175K ﹤0.01%
9,900
-8,300
-46% -$170K
ORGN
10600
DELISTED
Origin Materials
ORGN
$175K ﹤0.01%
8,788
-10,963
-56% -$301K
422 423
424
425 426

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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
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Norges Bank
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Capital Research Global Investors
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Royal Bank of Canada
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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.