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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
NABL icon
11051
PUT
N-able
NABL
$650M
$130K ﹤0.01%
18,300
+12,100
+195% +$108K
MTW icon
11052
CALL
Manitowoc
MTW
$746M
$130K ﹤0.01%
15,100
-10,600
-41% -$103K
ATS icon
11053
PUT
ATS Corp
ATS
$1.99B
$130K ﹤0.01%
5,200
+800
+18% +$22.3K
SEVN
11054
Seven Hills Realty Trust
SEVN
$176M
$130K ﹤0.01%
+10,378
New +$134K
WLACU
11055
DELISTED
Willow Lane Acquisition Corp Unit
WLACU
$130K ﹤0.01%
12,806
+2,289
+22% +$23K
PLBY icon
11056
PUT
Playboy Inc
PLBY
$151M
$130K ﹤0.01%
117,800
+17,900
+18% +$28K
EPV icon
11057
ProShares UltraShort FTSE Europe
EPV
$10.2M
$129K ﹤0.01%
3,849
+3,193
+487% +$113K
CNXT icon
11058
PUT
VanEck ChiNext Innovators ETF
CNXT
$112M
$129K ﹤0.01%
4,700
-6,600
-58% -$184K
AVUS icon
11059
CALL
Avantis US Equity ETF
AVUS
$14.5B
$129K ﹤0.01%
1,400
+400
+40% +$39K
FLYW icon
11060
PUT
Flywire
FLYW
$2.29B
$129K ﹤0.01%
13,600
+2,200
+19% +$34.6K
PLL
11061
PUT
DELISTED
Piedmont Lithium
PLL
$129K ﹤0.01%
20,500
-8,900
-30% -$71.1K
WK icon
11062
PUT
Workiva
WK
$3.84B
$129K ﹤0.01%
1,700
+800
+89% +$75.6K
MOO icon
11063
CALL
VanEck Agribusiness ETF
MOO
$976M
$129K ﹤0.01%
1,900
+900
+90% +$61K
SND icon
11064
CALL
Smart Sand
SND
$216M
$129K ﹤0.01%
49,800
+41,800
+523% +$98.2K
CHAT icon
11065
PUT
Roundhill Generative AI & Technology ETF
CHAT
$1.96B
$129K ﹤0.01%
+3,700
New +$149K
MEDS
11066
DataMeds AI
MEDS
$4.21M
$129K ﹤0.01%
+596
New +$101K
QTEX
11067
QTREX Quantum
QTEX
$54.6M
$129K ﹤0.01%
192,237
+105,474
+122% +$93.3K
SEM
11068
CALL
DELISTED
Select Medical
SEM
$129K ﹤0.01%
7,700
-2,800
-27% -$51.5K
ABAT icon
11069
American Battery Technology Co
ABAT
$340M
$129K ﹤0.01%
124,791
+4,120
+3% +$5.59K
NTB icon
11070
PUT
Bank of N.T. Butterfield & Son
NTB
$2.51B
$128K ﹤0.01%
3,300
– –
GENK icon
11071
GEN Restaurant Group
GENK
$10.4M
$128K ﹤0.01%
+23,246
New +$144K
DBC icon
11072
CALL
Invesco DB Commodity Index Tracking Fund
DBC
$1.73B
$128K ﹤0.01%
5,700
-14,300
-72% -$317K
FIRY
11073
CALL
Firy Inc
FIRY
$156M
$128K ﹤0.01%
28,500
+22,475
+373% +$128K
SMCY
11074
PUT
YieldMax SMCI Option Income Strategy ETF
SMCY
$135M
$128K ﹤0.01%
6,200
+1,000
+19% +$25.2K
OPXS icon
11075
Optex Systems
OPXS
$79.1M
$128K ﹤0.01%
22,552
-1,112
-5% -$6.84K
441 442
443
444 445

Similar funds

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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.