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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
QCAP
15726
FT Vest Nasdaq-100 Conservative Buffer ETF - April
QCAP
$126M
– –
-43,922
Closed -$972K
YYGH
15727
YY Group Holding Ltd
YYGH
$4.1M
– –
-13
Closed -$36.2K
YBIT
15728
YieldMax Bitcoin Option Income Strategy ETF
YBIT
$47M
– –
-1,244
Closed -$71.7K
AGGS
15729
Harbor Disciplined Bond ETF
AGGS
$39.3M
– –
-13,000
Closed -$527K
SOWG
15730
Sow Good
SOWG
$62.6M
– –
-5,033
Closed -$154K
EIPI
15731
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.1B
– –
-17,862
Closed -$348K
GRW
15732
TCW ETF Trust TCW Durable Growth ETF
GRW
$66.7M
– –
-6,205
Closed -$204K
INDH
15733
WisdomTree India Hedged Equity Fund
INDH
$5.91M
– –
-97,138
Closed -$4.06M
SVCO
15734
Silvaco Group
SVCO
$250M
– –
-47,600
Closed -$385K
VRN
15735
DELISTED
Veren
VRN
– –
-929,598
Closed -$5.14M
AMBR
15736
Amber International Holding Ltd
AMBR
$126M
– –
-12,171
Closed -$114K
OZEM
15737
CALL
Roundhill GLP-1 & Weight Loss ETF
OZEM
$64.6M
– –
-7,300
Closed -$178K
BOW
15738
Bowhead Specialty Holdings
BOW
$1.1B
– –
-40,833
Closed -$1.45M
SPYU
15739
MAX S&P 500 4x Leveraged ETN
SPYU
$300M
– –
-22,482
Closed -$525K
EQIN
15740
Columbia U.S. Equity Income ETF
EQIN
$317M
– –
-42,706
Closed -$1.89M
GARP
15741
iShares MSCI USA Quality GARP ETF
GARP
$2.87B
– –
-40,451
Closed -$2.28M
ETHU
15742
2x Ether ETF
ETHU
$717M
– –
-1,041
Closed -$95.5K
RSSL
15743
Global X Russell 2000 ETF
RSSL
$1.55B
– –
-26,984
Closed -$2.34M
QXO
15744
QXO Inc
QXO
$16.1B
– –
-899,257
Closed -$12.2M
ETHD
15745
ProShares UltraShort Ether ETF
ETHD
$63.2M
– –
-342
Closed -$116K
BSCY
15746
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$560M
– –
-109,193
Closed -$2.21M
IBTP
15747
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$291M
– –
-18,894
Closed -$469K
EVSD
15748
Eaton Vance Short Duration Income ETF
EVSD
$1.37B
– –
-39,822
Closed -$2.01M
QQQT
15749
CALL
Defiance Nasdaq 100 Income Target ETF
QQQT
$50M
– –
-43,500
Closed -$818K
FLXR
15750
TCW Flexible Income ETF
FLXR
$3.53B
– –
-37,944
Closed -$1.47M
628 629
630
631 632

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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.