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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
XLO icon
15676
Xilio Therapeutics
XLO
$59.3M
– –
-2,880
Closed -$38.5K
XLRE icon
15677
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.68B
– –
-427,248
Closed -$17.8M
XLSR icon
15678
State Street US Sector Rotation ETF
XLSR
$1.06B
– –
-4,853
Closed -$259K
XNET
15679
Xunlei
XNET
$328M
– –
-118,399
Closed -$395K
XOM icon
15680
ExxonMobil
XOM
$652B
– –
-1,232,858
Closed -$136M
XOCT icon
15681
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$73.1M
– –
-7,238
Closed -$248K
XPND icon
15682
First Trust Expanded Technology ETF
XPND
$40.5M
– –
-14,833
Closed -$451K
XSHD icon
15683
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$73.4M
– –
-23,053
Closed -$335K
XSOE icon
15684
CALL
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
– –
-1,800
Closed -$54.9K
XSOE icon
15685
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
– –
-234,130
Closed -$7.14M
XSVM icon
15686
CALL
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$675M
– –
-100
Closed -$5.45K
XTN icon
15687
State Street SPDR S&P Transportation ETF
XTN
$398M
– –
-6,093
Closed -$528K
YETI icon
15688
Yeti Holdings
YETI
$3.44B
– –
-459,355
Closed -$16.6M
YJUN icon
15689
FT Vest International Equity Buffer ETF June
YJUN
$145M
– –
-17,599
Closed -$380K
YI
15690
CALL
111 Inc
YI
$33.4M
– –
-1,640
Closed -$10.2K
YI
15691
111 Inc
YI
$33.4M
– –
-3,280
Closed -$20.4K
YI
15692
PUT
111 Inc
YI
$33.4M
– –
-10
Closed -$62
YLDE icon
15693
ClearBridge Dividend Strategy ESG ETF
YLDE
$173M
– –
-12,673
Closed -$644K
YSEP icon
15694
FT Vest International Equity Buffer ETF September
YSEP
$122M
– –
-40,546
Closed -$880K
ZCAR
15695
DELISTED
Zoomcar
ZCAR
– –
-596
Closed -$21.6K
ZTR
15696
Virtus Total Return Fund
ZTR
$338M
– –
-12,644
Closed -$74.1K
ZURA icon
15697
Zura Bio
ZURA
$540M
– –
-57,779
Closed -$91.1K
QQQI icon
15698
NEOS Nasdaq 100 High Income ETF
QQQI
$14.1B
– –
-41,828
Closed -$2.16M
VTEC icon
15699
Vanguard California Tax-Exempt Bond ETF
VTEC
$3.1B
– –
-4,261
Closed -$424K
MGX icon
15700
Metagenomi Therapeutics
MGX
$46.5M
– –
-149,698
Closed -$540K
626 627
628
629 630

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Wells Fargo
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Jane Street
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Ameriprise
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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.