We are live on ! Find out more
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
RNXT icon
15376
RenovoRx
RNXT
$56.8M
– –
-37,757
Closed -$48.7K
ROAM icon
15377
Hartford Multifactor Emerging Markets ETF
ROAM
$112M
– –
-31,484
Closed -$718K
RPG icon
15378
CALL
Invesco S&P 500 Pure Growth ETF
RPG
$2.09B
– –
-2,900
Closed -$120K
RPG icon
15379
Invesco S&P 500 Pure Growth ETF
RPG
$2.09B
– –
-35,856
Closed -$1.48M
RPG icon
15380
PUT
Invesco S&P 500 Pure Growth ETF
RPG
$2.09B
– –
-300
Closed -$12.4K
RPID icon
15381
Rapid Micro Biosystems
RPID
$85.3M
– –
-72,024
Closed -$64.8K
RPV icon
15382
PUT
Invesco S&P 500 Pure Value ETF
RPV
$1.74B
– –
-700
Closed -$63.1K
RSPF icon
15383
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$313M
– –
-4,427
Closed -$320K
RSVR
15384
CALL
Reservoir Media
RSVR
$656M
– –
-1,300
Closed -$11.8K
RVTY icon
15385
Revvity
RVTY
$13.1B
– –
-4,081
Closed -$471K
RWO icon
15386
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
– –
-6,425
Closed -$276K
RWX icon
15387
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
– –
-13,684
Closed -$315K
SAA icon
15388
ProShares Ulta SmallCap600
SAA
$30.8M
– –
-8,481
Closed -$220K
SAFT icon
15389
PUT
Safety Insurance
SAFT
$1.52B
– –
-200
Closed -$16.5K
SANG
15390
Sangoma Technologies
SANG
$133M
– –
-12,191
Closed -$85.6K
SATL icon
15391
Satellogic
SATL
$906M
– –
-6,684
Closed -$22.5K
SBEV icon
15392
CALL
Splash Beverage Group
SBEV
$2.48M
– –
-49
Closed -$1.26K
SBEV icon
15393
Splash Beverage Group
SBEV
$2.48M
– –
-432
Closed -$11.1K
SBEV icon
15394
PUT
Splash Beverage Group
SBEV
$2.48M
– –
-2
Closed -$48
SBI
15395
Western Asset Intermediate Muni Fund
SBI
$109M
– –
-13,568
Closed -$105K
SBLK icon
15396
Star Bulk Carriers
SBLK
$3.21B
– –
-467,554
Closed -$7.29M
SBND icon
15397
Columbia Short Duration Bond ETF
SBND
$198M
– –
-19,368
Closed -$357K
SCHH icon
15398
Schwab US REIT ETF
SCHH
$11.4B
– –
-78,398
Closed -$1.68M
SCHK icon
15399
Schwab 1000 Index ETF
SCHK
$5.98B
– –
-989
Closed -$28.1K
SCHM icon
15400
Schwab US Mid-Cap ETF
SCHM
$15.3B
– –
-6,539
Closed -$182K
614 615
616
617 618

Similar funds

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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

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.