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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
SOND
15451
CALL
DELISTED
Sonder
SOND
– –
-42,785
Closed -$136K
SOND
15452
PUT
DELISTED
Sonder
SOND
– –
-41,900
Closed -$133K
SONN
15453
DELISTED
Sonnet BioTherapeutics
SONN
– –
-24,013
Closed -$35.1K
SONY icon
15454
Sony
SONY
$138B
– –
-1,410,856
Closed -$32.6M
SOS
15455
SOS Limited
SOS
$16.7M
– –
-14,904
Closed -$102K
SOXS icon
15456
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.38B
– –
-1,442
Closed -$6.31M
SPCB icon
15457
SuperCom
SPCB
$70.3M
– –
-17,679
Closed -$85.2K
SPDW icon
15458
PUT
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
– –
-1,900
Closed -$64.8K
SPEU icon
15459
State Street SPDR Portfolio Europe ETF
SPEU
$743M
– –
-54,772
Closed -$2.18M
SPEU icon
15460
PUT
State Street SPDR Portfolio Europe ETF
SPEU
$743M
– –
-300
Closed -$12K
SPMB icon
15461
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.07B
– –
-269,225
Closed -$5.85M
SPMV
15462
DELISTED
Invesco S&P 500 Minimum Variance ETF
SPMV
– –
-5,282
Closed -$242K
SPPP
15463
Sprott Physical Platinum and Palladium Trust
SPPP
$602M
– –
-13,183
Closed -$117K
SPRU icon
15464
CALL
Spruce Power Holding Corp
SPRU
$33.6M
– –
-1,300
Closed -$3.86K
SPRU icon
15465
Spruce Power Holding Corp
SPRU
$33.6M
– –
-4,360
Closed -$12.9K
SPRU icon
15466
PUT
Spruce Power Holding Corp
SPRU
$33.6M
– –
-10,500
Closed -$31.2K
SPSK icon
15467
SP Funds Dow Jones Global Sukuk ETF
SPSK
$650M
– –
-38,000
Closed -$678K
SPTI icon
15468
PUT
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
– –
-200
Closed -$5.58K
SPYD icon
15469
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.78B
– –
-19,007
Closed -$835K
SQEW
15470
DELISTED
LeaderShares Equity Skew ETF
SQEW
– –
-9,002
Closed -$303K
SQFT icon
15471
CALL
Presidio Property Trust
SQFT
$2.09M
– –
-2,860
Closed -$22.9K
SRHR icon
15472
SRH REIT Covered Call ETF
SRHR
$53.1M
– –
-4,589
Closed -$263K
SRTS icon
15473
CALL
Sensus Healthcare
SRTS
$52M
– –
-3,800
Closed -$26.3K
SRTS icon
15474
Sensus Healthcare
SRTS
$52M
– –
-197,205
Closed -$1.36M
SRTS icon
15475
PUT
Sensus Healthcare
SRTS
$52M
– –
-2,100
Closed -$14.5K
617 618
619
620 621

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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
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.