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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
KGEI
11351
Kolibri Global Energy
KGEI
$206M
$105K ﹤0.01%
+12,478
New +$93.8K
TCX icon
11352
PUT
Tucows
TCX
$126M
$105K ﹤0.01%
6,200
-6,400
-51% -$111K
INV
11353
Innventure Inc
INV
$136M
$105K ﹤0.01%
+13,567
New +$139K
FBIO icon
11354
PUT
Fortress Biotech
FBIO
$97.7M
$104K ﹤0.01%
66,900
-12,500
-16% -$22K
PLYM
11355
CALL
DELISTED
Plymouth Industrial REIT
PLYM
$104K ﹤0.01%
6,400
+4,100
+178% +$69.2K
UVE icon
11356
PUT
Universal Insurance Holdings
UVE
$1.2B
$104K ﹤0.01%
4,400
-18,100
-80% -$373K
IOSP icon
11357
PUT
Innospec
IOSP
$2.31B
$104K ﹤0.01%
1,100
+1,000
+1,000% +$106K
MCW
11358
PUT
DELISTED
Mister Car Wash
MCW
$104K ﹤0.01%
+13,200
New +$102K
SOHU
11359
CALL
Sohu.com
SOHU
$378M
$104K ﹤0.01%
7,900
-4,500
-36% -$60.4K
GOOY icon
11360
CALL
YieldMax GOOGL Option Income Strategy ETF
GOOY
$231M
$104K ﹤0.01%
8,800
+7,500
+577% +$105K
IAF
11361
abrdn Australia Equity Fund
IAF
$126M
$104K ﹤0.01%
8,602
+684
+9% +$8.73K
WRAP icon
11362
Wrap Technologies
WRAP
$105M
$104K ﹤0.01%
60,818
-97,760
-62% -$202K
FTW
11363
Presidio Production Co
FTW
$351M
$104K ﹤0.01%
+10,272
New +$103K
GLUE icon
11364
PUT
Monte Rosa Therapeutics
GLUE
$1.32B
$104K ﹤0.01%
22,400
+6,500
+41% +$39.9K
MASS icon
11365
CALL
908 Devices
MASS
$414M
$104K ﹤0.01%
23,200
+22,700
+4,540% +$67.2K
CCSI icon
11366
CALL
Consensus Cloud Solutions
CCSI
$716M
$104K ﹤0.01%
4,500
-1,900
-30% -$48.9K
UAMY icon
11367
CALL
United States Antimony
UAMY
$825M
$104K ﹤0.01%
47,100
+39,700
+536% +$68.8K
CSR
11368
PUT
Centerspace
CSR
$938M
$104K ﹤0.01%
1,600
-400
-20% -$25.2K
IEZ icon
11369
PUT
iShares US Oil Equipment & Services ETF
IEZ
$393M
$103K ﹤0.01%
5,300
+300
+6% +$6.07K
CATY icon
11370
CALL
Cathay General Bancorp
CATY
$4.33B
$103K ﹤0.01%
2,400
+800
+50% +$36.7K
CUZ icon
11371
CALL
Cousins Properties
CUZ
$4.89B
$103K ﹤0.01%
3,500
-34,400
-91% -$1.03M
ETHD
11372
PUT
ProShares UltraShort Ether ETF
ETHD
$63.7M
$103K ﹤0.01%
190
-60
-24% -$20.3K
AUNA
11373
Auna
AUNA
$388M
$103K ﹤0.01%
+14,488
New +$113K
OPTU
11374
PUT
Optimum Communications Inc
OPTU
$251M
$103K ﹤0.01%
38,700
-2,611,600
-99% -$7.06M
SBT
11375
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
$103K ﹤0.01%
21,267
+6,798
+47% +$32.2K
453 454
455
456 457

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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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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.