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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
PRME icon
13826
CALL
Prime Medicine
PRME
$560M
$4.78K ﹤0.01%
2,400
-40,200
-94% -$103K
NWG icon
13827
CALL
NatWest
NWG
$76B
$4.77K ﹤0.01%
400
-1,000
-71% -$11.2K
EONR.WS
13828
EON Resources Warrants
EONR.WS
$1.43M
$4.76K ﹤0.01%
79,404
-3,825
-5% -$273
HOOK
13829
CALL
DELISTED
HOOKIPA Pharma
HOOK
$4.75K ﹤0.01%
4,400
+800
+22% +$1.32K
BENFW icon
13830
Beneficient Warrant
BENFW
$154K
$4.72K ﹤0.01%
629,273
-6,109
-1% -$50
BNZIW
13831
DELISTED
Banzai International Warrant
BNZIW
$4.71K ﹤0.01%
235,541
-80,116
-25% -$1.51K
DLTH icon
13832
CALL
Duluth Holdings
DLTH
$153M
$4.7K ﹤0.01%
2,700
-3,500
-56% -$9.46K
TEF
13833
PUT
DELISTED
Telefonica
TEF
$4.66K ﹤0.01%
+1,000
New +$4.29K
SHLD icon
13834
CALL
Global X Defense Tech ETF
SHLD
$7.82B
$4.66K ﹤0.01%
+100
New +$4.24K
OMEX icon
13835
PUT
Odyssey Marine Exploration
OMEX
$52.9M
$4.65K ﹤0.01%
11,600
-80,700
-87% -$41.2K
VMBS icon
13836
CALL
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$4.63K ﹤0.01%
+100
New +$4.57K
WHWK
13837
CALL
Whitehawk Therapeutics
WHWK
$254M
$4.63K ﹤0.01%
2,600
-12,400
-83% -$32.4K
HRTX icon
13838
CALL
Heron Therapeutics
HRTX
$63.9M
$4.62K ﹤0.01%
2,100
-49,400
-96% -$95.9K
EWM icon
13839
PUT
iShares MSCI Malaysia ETF
EWM
$330M
$4.62K ﹤0.01%
200
-500
-71% -$11.8K
IUSB icon
13840
CALL
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$4.61K ﹤0.01%
+100
New +$4.56K
LTRN icon
13841
PUT
Lantern Pharma
LTRN
$33.8M
$4.6K ﹤0.01%
1,300
+700
+117% +$2.9K
NXDT
13842
CALL
NexPoint Diversified Real Estate Trust
NXDT
$264M
$4.6K ﹤0.01%
1,200
-2,300
-66% -$11.4K
PARAA
13843
CALL
DELISTED
Paramount Global Class A
PARAA
$4.55K ﹤0.01%
200
-100
-33% -$2.27K
IVVD icon
13844
CALL
Invivyd
IVVD
$212M
$4.54K ﹤0.01%
7,500
+3,900
+108% +$3.5K
HAFC icon
13845
PUT
Hanmi Financial
HAFC
$962M
$4.53K ﹤0.01%
200
-100
-33% -$2.31K
ALLK
13846
PUT
DELISTED
Allakos
ALLK
$4.51K ﹤0.01%
+19,800
New +$8.94K
ECDAW
13847
DELISTED
ECD Automotive Design Warrant
ECDAW
$4.5K ﹤0.01%
223,001
-32,101
-13% -$697
CLIR icon
13848
CALL
ClearSign Technologies
CLIR
$31.7M
$4.5K ﹤0.01%
+600
New +$5.99K
ATSG
13849
CALL
DELISTED
Air Transport Services Group
ATSG
$4.49K ﹤0.01%
200
-21,300
-99% -$474K
FTFT icon
13850
Future FinTech Group
FTFT
$1.54M
$4.49K ﹤0.01%
+169
New +$6.62K
552 553
554
555 556

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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.