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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
KWY
13626
PUT
Kingsway Corp
KWY
$285M
$7.92K ﹤0.01%
+1,000
New +$7.88K
SMSI icon
13627
PUT
Smith Micro Software
SMSI
$16M
$7.92K ﹤0.01%
2,160
+1,660
+332% +$9.98K
DFIV icon
13628
PUT
Dimensional International Value ETF
DFIV
$21.8B
$7.87K ﹤0.01%
+200
New +$7.63K
OPI
13629
PUT
DELISTED
Office Properties Income Trust
OPI
$7.84K ﹤0.01%
17,200
-15,500
-47% -$13.2K
MBC icon
13630
CALL
MasterBrand
MBC
$1.86B
$7.84K ﹤0.01%
600
-3,200
-84% -$48.7K
FNA
13631
PUT
DELISTED
Paragon 28, Inc.
FNA
$7.84K ﹤0.01%
600
-700
-54% -$8.71K
LOOP icon
13632
PUT
Loop Industries
LOOP
$31.1M
$7.82K ﹤0.01%
+6,800
New +$8.15K
ERAS icon
13633
PUT
Erasca
ERAS
$6.43B
$7.81K ﹤0.01%
5,700
-27,500
-83% -$47.2K
ACRS icon
13634
CALL
Aclaris Therapeutics
ACRS
$851M
$7.8K ﹤0.01%
5,100
-15,900
-76% -$33.9K
LVWR icon
13635
PUT
LiveWire
LVWR
$246M
$7.8K ﹤0.01%
3,900
-300
-7% -$874
MCRI icon
13636
PUT
Monarch Casino & Resort
MCRI
$2.22B
$7.78K ﹤0.01%
100
– –
GLBS icon
13637
PUT
Globus Maritime Ltd
GLBS
$78.6M
$7.74K ﹤0.01%
6,400
+2,100
+49% +$2.73K
MDYV icon
13638
PUT
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.9B
$7.71K ﹤0.01%
+100
New +$8.05K
WMK icon
13639
PUT
Weis Markets
WMK
$1.76B
$7.71K ﹤0.01%
+100
New +$7.19K
YSG
13640
CALL
Yatsen Holding
YSG
$319M
$7.7K ﹤0.01%
1,600
+1,000
+167% +$3.91K
ACTG icon
13641
CALL
Acacia Research
ACTG
$448M
$7.68K ﹤0.01%
2,400
-31,900
-93% -$130K
SPAB icon
13642
PUT
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.93B
$7.66K ﹤0.01%
+300
New +$7.57K
MVST icon
13643
Microvast
MVST
$322M
$7.66K ﹤0.01%
6,545
-138,662
-95% -$241K
TSHA icon
13644
CALL
Taysha Gene Therapies
TSHA
$1.94B
$7.64K ﹤0.01%
5,500
+3,700
+206% +$6.19K
SCHY icon
13645
CALL
Schwab International Dividend Equity ETF
SCHY
$2.53B
$7.61K ﹤0.01%
+300
New +$7.32K
ACNT icon
13646
CALL
Ascent Industries
ACNT
$136M
$7.6K ﹤0.01%
600
-7,400
-93% -$85.7K
CIG icon
13647
PUT
CEMIG Preferred Shares
CIG
$5.52B
$7.57K ﹤0.01%
4,300
-3,200
-43% -$5.95K
DFSC
13648
DEFSEC Technologies
DFSC
$8M
$7.53K ﹤0.01%
+1,334
New +$13.8K
FLMX icon
13649
PUT
Franklin FTSE Mexico ETF
FLMX
$83.8M
$7.51K ﹤0.01%
300
+100
+50% +$2.48K
VBTX
13650
CALL
DELISTED
Veritex Holdings
VBTX
$7.49K ﹤0.01%
300
-800
-73% -$20.6K
544 545
546
547 548

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.