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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
USOY
10826
Defiance Oil Enhanced Options Income ETF
USOY
$61.3M
$151K ﹤0.01%
11,924
-5,526
-32% -$73.8K
XERS icon
10827
CALL
Xeris Biopharma Holdings
XERS
$1.57B
$151K ﹤0.01%
27,500
+14,500
+112% +$58.5K
TIXT
10828
DELISTED
TELUS International
TIXT
$151K ﹤0.01%
56,101
-324,517
-85% -$1.08M
FRD icon
10829
Friedman Industries
FRD
$331M
$151K ﹤0.01%
+10,130
New +$158K
JHX icon
10830
PUT
James Hardie Industries
JHX
$18B
$151K ﹤0.01%
6,400
+5,400
+540% +$170K
PRTS icon
10831
CALL
CarParts.com
PRTS
$47.1M
$151K ﹤0.01%
15,050
+10,180
+209% +$112K
DRTS icon
10832
Alpha Tau Medical
DRTS
$1.32B
$150K ﹤0.01%
+59,848
New +$188K
TMCI icon
10833
CALL
Treace Medical Concepts
TMCI
$312M
$150K ﹤0.01%
17,900
-21,200
-54% -$191K
NMCO icon
10834
Nuveen Municipal Credit Opportunities Fund
NMCO
$588M
$150K ﹤0.01%
14,035
-6,174
-31% -$67.6K
CCEC
10835
CALL
Capital Clean Energy Carriers
CCEC
$1.36B
$150K ﹤0.01%
7,800
-6,100
-44% -$115K
TBNK
10836
CALL
DELISTED
Territorial Bancorp Inc.
TBNK
$150K ﹤0.01%
17,900
+8,600
+92% +$74.8K
CDP icon
10837
PUT
COPT Defense Properties
CDP
$4.19B
$150K ﹤0.01%
5,500
+5,000
+1,000% +$141K
DAPP icon
10838
PUT
VanEck Digital Transformation ETF
DAPP
$230M
$150K ﹤0.01%
16,600
-9,300
-36% -$124K
SPHY icon
10839
PUT
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$12.1B
$150K ﹤0.01%
+6,400
New +$151K
EPC icon
10840
CALL
Edgewell Personal Care
EPC
$1.31B
$150K ﹤0.01%
4,800
-700
-13% -$22K
MOAT icon
10841
PUT
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$150K ﹤0.01%
1,700
-1,000
-37% -$92K
TIPT icon
10842
PUT
Tiptree Inc
TIPT
$672M
$149K ﹤0.01%
6,200
+5,300
+589% +$113K
NPO icon
10843
Enpro
NPO
$7.27B
$149K ﹤0.01%
+923
New +$166K
LOB icon
10844
PUT
Live Oak Bancshares
LOB
$2B
$149K ﹤0.01%
5,600
-2,200
-28% -$73.1K
IMDX
10845
Insight Molecular Diagnostics
IMDX
$141M
$149K ﹤0.01%
+48,784
New +$132K
HCM icon
10846
CALL
HUTCHMED
HCM
$2.12B
$149K ﹤0.01%
9,900
+1,700
+21% +$25.1K
SCO icon
10847
ProShares UltraShort Bloomberg Crude Oil
SCO
$701M
$149K ﹤0.01%
2,220
-4,291
-66% -$291K
CVGW
10848
PUT
DELISTED
Calavo Growers
CVGW
$149K ﹤0.01%
6,200
+400
+7% +$9.4K
TRDA icon
10849
Entrada Therapeutics
TRDA
$290M
$149K ﹤0.01%
16,453
-54,216
-77% -$676K
TKLF
10850
Yoshitsu Co
TKLF
$8.21M
$149K ﹤0.01%
43,962
+14,054
+47% +$49.3K
432 433
434
435 436

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UBS Group
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Charles Schwab
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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.