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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
WIMI
15651
WiMi Hologram Cloud
WIMI
$24.5M
– –
-8,582
Closed -$82.1K
WING icon
15652
Wingstop
WING
$3.1B
– –
-16,616
Closed -$4.32M
WKSP icon
15653
CALL
Worksport
WKSP
$10.4M
– –
-5,230
Closed -$48.1K
WKSP icon
15654
Worksport
WKSP
$10.4M
– –
-55,576
Closed -$511K
WKSP icon
15655
PUT
Worksport
WKSP
$10.4M
– –
-1,410
Closed -$13K
WLGS
15656
DELISTED
Wang & Lee Group
WLGS
– –
-57,398
Closed -$107K
WLTG icon
15657
WealthTrust DBS Long Term Growth ETF
WLTG
$80.6M
– –
-8,546
Closed -$249K
WMS icon
15658
Advanced Drainage Systems
WMS
$11.3B
– –
-157,729
Closed -$18.4M
WMT icon
15659
Walmart Inc
WMT
$921B
– –
-4,919,954
Closed -$462M
WSFS icon
15660
CALL
WSFS Financial
WSFS
$4.17B
– –
-4,100
Closed -$218K
WSFS icon
15661
PUT
WSFS Financial
WSFS
$4.17B
– –
-1,200
Closed -$63.8K
WTBA icon
15662
CALL
West Bancorporation
WTBA
$511M
– –
-600
Closed -$13K
WTBA icon
15663
West Bancorporation
WTBA
$511M
– –
-34,682
Closed -$751K
WTBA icon
15664
PUT
West Bancorporation
WTBA
$511M
– –
-1,000
Closed -$21.6K
WTFC icon
15665
CALL
Wintrust Financial
WTFC
$11B
– –
-900
Closed -$112K
WTFC icon
15666
Wintrust Financial
WTFC
$11B
– –
-3,455
Closed -$431K
WVVI icon
15667
Willamette Valley Vineyards
WVVI
$12M
– –
-11,726
Closed -$39.3K
XAR icon
15668
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.62B
– –
-10,823
Closed -$1.82M
XBIT icon
15669
CALL
XBiotech
XBIT
$71M
– –
-200
Closed -$790
XBIT icon
15670
XBiotech
XBIT
$71M
– –
-13
Closed -$51
XBIT icon
15671
PUT
XBiotech
XBIT
$71M
– –
-12,800
Closed -$50.6K
XCOR icon
15672
FundX ETF
XCOR
$190M
– –
-3,970
Closed -$285K
XHE icon
15673
CALL
State Street SPDR S&P Health Care Equipment ETF
XHE
$169M
– –
-600
Closed -$53.1K
XJUN icon
15674
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$139M
– –
-5,740
Closed -$222K
XLG icon
15675
Invesco S&P 500 Top 50 ETF
XLG
$11B
– –
-37,051
Closed -$1.83M
625 626
627
628 629

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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.