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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
TURN
10676
PUT
DELISTED
180 Degree Capital
TURN
$166K ﹤0.01%
41,800
+15,300
+58% +$59.5K
FOXF icon
10677
PUT
Fox Factory Holding Corp
FOXF
$883M
$166K ﹤0.01%
7,100
-14,400
-67% -$385K
SRTY icon
10678
PUT
ProShares UltraPro Short Russell2000
SRTY
$65.3M
$166K ﹤0.01%
+1,675
New +$134K
IDN icon
10679
Intellicheck
IDN
$56.9M
$166K ﹤0.01%
54,631
+16,985
+45% +$44.8K
SHY icon
10680
CALL
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$165K ﹤0.01%
2,000
+100
+5% +$8.22K
XYF
10681
X Financial
XYF
$209M
$165K ﹤0.01%
11,485
-1,897
-14% -$18.8K
AUB icon
10682
CALL
Atlantic Union Bankshares
AUB
$6.12B
$165K ﹤0.01%
5,300
-2,300
-30% -$81.7K
OESX icon
10683
Orion Energy Systems
OESX
$79.1M
$165K ﹤0.01%
22,849
+22,298
+4,047% +$180K
DDD icon
10684
CALL
3D Systems Corp
DDD
$616M
$165K ﹤0.01%
77,700
-149,000
-66% -$506K
FTRE icon
10685
CALL
Fortrea Holdings
FTRE
$1.66B
$165K ﹤0.01%
21,800
-23,100
-51% -$326K
USNA icon
10686
CALL
Usana Health Sciences
USNA
$247M
$165K ﹤0.01%
6,100
+4,700
+336% +$149K
PRPL icon
10687
Purple Innovation
PRPL
$29.7M
$164K ﹤0.01%
+8,663
New +$200K
ANGI icon
10688
CALL
Angi Inc
ANGI
$191M
$164K ﹤0.01%
+10,670
New +$182K
CASS icon
10689
CALL
Cass Information Systems
CASS
$748M
$164K ﹤0.01%
3,800
-300
-7% -$12.7K
OM icon
10690
PUT
Outset Medical
OM
$84.8M
$164K ﹤0.01%
14,840
+11,027
+289% +$131K
DSI icon
10691
PUT
iShares MSCI KLD 400 Social ETF
DSI
$5.58B
$164K ﹤0.01%
1,600
– –
INZY
10692
DELISTED
Inozyme Pharma
INZY
$164K ﹤0.01%
180,015
-436,894
-71% -$606K
BIB icon
10693
PUT
ProShares Ultra NASDAQ Biotechnology
BIB
$86.6M
$164K ﹤0.01%
3,400
-800
-19% -$42.9K
VEU icon
10694
PUT
Vanguard FTSE All-World ex-US ETF
VEU
$70.6B
$164K ﹤0.01%
2,700
+2,100
+350% +$127K
AMPX icon
10695
CALL
Amprius Technologies
AMPX
$1.83B
$164K ﹤0.01%
61,100
+16,900
+38% +$49.9K
TFSL icon
10696
CALL
TFS Financial
TFSL
$4.95B
$164K ﹤0.01%
13,200
+3,300
+33% +$42.3K
RPAR icon
10697
PUT
RPAR Risk Parity ETF
RPAR
$582M
$163K ﹤0.01%
8,300
+8,200
+8,200% +$159K
ATEN icon
10698
CALL
A10 Networks
ATEN
$1.99B
$163K ﹤0.01%
10,000
-4,300
-30% -$82.6K
MCRI icon
10699
CALL
Monarch Casino & Resort
MCRI
$2.22B
$163K ﹤0.01%
2,100
-9,700
-82% -$825K
BCAT icon
10700
BlackRock Capital Allocation Term Trust
BCAT
$1.66B
$163K ﹤0.01%
11,331
-3,280
-22% -$50.1K
426 427
428
429 430

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Charles Schwab
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T. Rowe Price Associates
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Capital Research Global Investors
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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.