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Ken Griffin

Ken Griffin Citadel Advisors

AUM $618B
1-Year Est. Return 30.34%
 

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
+30.34%
3 Year Est. Return
+94.87%
5 Year Est. Return
+105.94%
10 Year Est. Return
+434.06%
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
ESGG icon
14701
FlexShares STOXX Global ESG Select Index Fund
ESGG
$116M
– –
-10,313
Closed -$1.73M
ESHAR
14702
DELISTED
ESH Acquisition Corp Right
ESHAR
– –
-29,346
Closed -$2.64K
ESML icon
14703
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.97B
– –
-37,377
Closed -$1.57M
ESP icon
14704
Espey Mfg & Electronics Corp
ESP
$196M
– –
-8,299
Closed -$250K
ESOA icon
14705
Energy Services of America
ESOA
$238M
– –
-30,154
Closed -$381K
ESPO icon
14706
CALL
VanEck Video Gaming and eSports ETF
ESPO
$260M
– –
-300
Closed -$25K
ESPO icon
14707
VanEck Video Gaming and eSports ETF
ESPO
$260M
– –
-4,956
Closed -$413K
ESPO icon
14708
PUT
VanEck Video Gaming and eSports ETF
ESPO
$260M
– –
-900
Closed -$75K
ETSY icon
14709
Etsy
ETSY
$7.38B
– –
-888,948
Closed -$45.5M
EU
14710
enCore Energy
EU
$233M
– –
-86,620
Closed -$223K
EUFN icon
14711
iShares MSCI Europe Financials ETF
EUFN
$4.32B
– –
-236
Closed -$6.26K
EVCM icon
14712
CALL
EverCommerce
EVCM
$1.79B
– –
-100
Closed -$1.1K
EVEX icon
14713
PUT
Eve Holding
EVEX
$944M
– –
-10,300
Closed -$56K
EVGN icon
14714
Evogene
EVGN
$9.82M
– –
-15,891
Closed -$29.7K
EVI icon
14715
EVI Industries
EVI
$215M
– –
-23,567
Closed -$385K
EVRI
14716
PUT
DELISTED
Everi Holdings
EVRI
– –
-5,000
Closed -$67.5K
AZIO
14717
CALL
Azio AI Holdings
AZIO
$24.5M
– –
-1,040
Closed -$12.6K
AZIO
14718
Azio AI Holdings
AZIO
$24.5M
– –
-2,158
Closed -$26.1K
AZIO
14719
PUT
Azio AI Holdings
AZIO
$24.5M
– –
-50
Closed -$605
EVV
14720
Eaton Vance Limited Duration Income Fund
EVV
$1.07B
– –
-11,055
Closed -$108K
EWCZ
14721
DELISTED
European Wax Center
EWCZ
– –
-108,173
Closed -$644K
EWK icon
14722
iShares MSCI Belgium ETF
EWK
$162M
– –
-13,080
Closed -$239K
EWO icon
14723
iShares MSCI Austria ETF
EWO
$188M
– –
-23,961
Closed -$502K
EWP icon
14724
iShares MSCI Spain ETF
EWP
$2.22B
– –
-86,044
Closed -$3.01M
EWS icon
14725
CALL
iShares MSCI Singapore ETF
EWS
$1.16B
– –
-11,600
Closed -$253K
587 588
589
590 591

Similar funds

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Royal Bank of Canada
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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.