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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
ESCA icon
11126
CALL
Escalade
ESCA
$276M
$124K ﹤0.01%
8,100
-2,200
-21% -$33.1K
ACNT icon
11127
Ascent Industries
ACNT
$136M
$124K ﹤0.01%
9,779
-9,065
-48% -$105K
REFR icon
11128
CALL
Research Frontiers
REFR
$15.3M
$124K ﹤0.01%
109,500
+103,800
+1,821% +$148K
PNF
11129
DELISTED
PIMCO New York Municipal Income Fund
PNF
$124K ﹤0.01%
16,511
+4,091
+33% +$31.1K
GROW icon
11130
US Global Investors
GROW
$39.4M
$123K ﹤0.01%
54,517
-4,545
-8% -$10.8K
KBWD icon
11131
Invesco KBW High Dividend Yield Financial ETF
KBWD
$431M
$123K ﹤0.01%
8,516
+3,311
+64% +$49.7K
USPH icon
11132
CALL
US Physical Therapy
USPH
$1.21B
$123K ﹤0.01%
1,700
+600
+55% +$50.3K
MAGC
11133
CALL
Roundhill China Magnificent Seven ETF
MAGC
$13.9M
$123K ﹤0.01%
4,600
+2,200
+92% +$55.3K
WHF icon
11134
WhiteHorse Finance
WHF
$152M
$123K ﹤0.01%
12,737
-62,041
-83% -$636K
TGB
11135
CALL
Trekor Metals
TGB
$3.06B
$123K ﹤0.01%
54,800
+20,800
+61% +$44.1K
GB
11136
DELISTED
Global Blue Group Holding
GB
$123K ﹤0.01%
16,670
+3,107
+23% +$22.5K
USCI icon
11137
CALL
US Commodity Index
USCI
$375M
$123K ﹤0.01%
1,700
+200
+13% +$14K
SMIN icon
11138
PUT
iShares MSCI India Small-Cap ETF
SMIN
$771M
$123K ﹤0.01%
1,800
-400
-18% -$27.3K
HYMC icon
11139
PUT
Hycroft Mining Holding Corp
HYMC
$2.52B
$122K ﹤0.01%
37,800
+10,070
+36% +$25.9K
VSTM icon
11140
PUT
Verastem
VSTM
$596M
$122K ﹤0.01%
20,300
-9,200
-31% -$56.2K
NBH
11141
Neuberger Municipal Fund Inc
NBH
$306M
$122K ﹤0.01%
+11,766
New +$124K
PDFS icon
11142
CALL
PDF Solutions
PDFS
$2.15B
$122K ﹤0.01%
6,400
+4,200
+191% +$103K
ROAD icon
11143
PUT
Construction Partners
ROAD
$6.9B
$122K ﹤0.01%
1,700
+100
+6% +$7.88K
CHAT icon
11144
CALL
Roundhill Generative AI & Technology ETF
CHAT
$1.96B
$122K ﹤0.01%
+3,500
New +$141K
DVAX
11145
PUT
DELISTED
Dynavax Technologies
DVAX
$122K ﹤0.01%
9,400
+3,400
+57% +$45K
TYD icon
11146
CALL
Direxion Daily 7-10 Year Treasury Bull 3X ETF
TYD
$31.9M
$122K ﹤0.01%
4,800
-12,200
-72% -$295K
JOYY
11147
PUT
JOYY Inc
JOYY
$3.68B
$122K ﹤0.01%
2,900
-77,300
-96% -$3.48M
GPAT
11148
GP-Act III Acquisition Corp
GPAT
$122K ﹤0.01%
11,778
+1,638
+16% +$16.8K
SITE icon
11149
PUT
SiteOne Landscape Supply
SITE
$4.3B
$121K ﹤0.01%
1,000
-1,900
-66% -$252K
DLNG icon
11150
Dynagas LNG Partners
DLNG
$140M
$121K ﹤0.01%
32,201
+17,542
+120% +$78.2K
444 445
446
447 448

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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.