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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
TKNO icon
11276
Alpha Teknova
TKNO
$391M
$111K ﹤0.01%
+21,422
New +$158K
ICUI icon
11277
CALL
ICU Medical
ICUI
$4.58B
$111K ﹤0.01%
800
-3,600
-82% -$559K
SGC icon
11278
Superior Group of Companies
SGC
$208M
$111K ﹤0.01%
+10,145
New +$143K
LRMR icon
11279
CALL
Larimar Therapeutics
LRMR
$453M
$111K ﹤0.01%
51,600
+24,400
+90% +$77.1K
TLF icon
11280
Tandy Leather Factory
TLF
$21M
$111K ﹤0.01%
+38,185
New +$153K
HIPS icon
11281
PUT
GraniteShares HIPS US High Income ETF
HIPS
$120M
$111K ﹤0.01%
8,700
+4,100
+89% +$53.3K
MGIH icon
11282
Millennium Group International
MGIH
$17.3M
$111K ﹤0.01%
+76,303
New +$125K
SAFT icon
11283
CALL
Safety Insurance
SAFT
$1.52B
$110K ﹤0.01%
1,400
-1,900
-58% -$149K
ASB icon
11284
PUT
Associated Banc-Corp
ASB
$6.11B
$110K ﹤0.01%
4,900
-34,400
-88% -$825K
GCO icon
11285
CALL
Genesco
GCO
$391M
$110K ﹤0.01%
5,200
-6,500
-56% -$226K
EWP icon
11286
PUT
iShares MSCI Spain ETF
EWP
$2.22B
$110K ﹤0.01%
2,900
+1,200
+71% +$41.9K
PHIN icon
11287
PUT
Phinia Inc
PHIN
$2.73B
$110K ﹤0.01%
2,600
-9,200
-78% -$441K
BDC icon
11288
PUT
Belden
BDC
$5.31B
$110K ﹤0.01%
1,100
-3,400
-76% -$377K
MD icon
11289
PUT
Pediatrix Medical
MD
$2.16B
$110K ﹤0.01%
7,600
+5,200
+217% +$73.9K
SRDX
11290
CALL
DELISTED
Surmodics
SRDX
$110K ﹤0.01%
3,600
-1,000
-22% -$33.7K
OPLN
11291
PUT
Openlane
OPLN
$4.33B
$110K ﹤0.01%
5,700
+5,400
+1,800% +$111K
DSL
11292
PUT
DoubleLine Income Solutions Fund
DSL
$1.24B
$110K ﹤0.01%
8,700
-14,900
-63% -$189K
PFO
11293
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$120M
$109K ﹤0.01%
11,873
+1,158
+11% +$10.6K
NVCT icon
11294
PUT
Nuvectis Pharma
NVCT
$618M
$109K ﹤0.01%
+11,200
New +$80.7K
LAND
11295
CALL
Gladstone Land Corp
LAND
$358M
$109K ﹤0.01%
10,400
+1,400
+16% +$15.3K
HTO
11296
PUT
H2O America
HTO
$2.67B
$109K ﹤0.01%
2,000
-5,100
-72% -$261K
PLYA
11297
PUT
DELISTED
Playa Hotels & Resorts
PLYA
$109K ﹤0.01%
8,200
+7,700
+1,540% +$99.9K
CPIX icon
11298
Cumberland Pharmaceuticals
CPIX
$117M
$109K ﹤0.01%
+25,814
New +$107K
BSII
11299
DELISTED
Black Spade Acquisition II Co Class A Ordinary Share
BSII
$109K ﹤0.01%
+10,752
New +$108K
BCIC
11300
PUT
BCP Investment Corp
BCIC
$94.7M
$109K ﹤0.01%
7,600
-10,600
-58% -$175K
450 451
452
453 454

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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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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.