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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
LDRT
15826
iShares iBonds 1-5 Year Treasury Ladder ETF
LDRT
$210M
– –
-9,987
Closed -$249K
MKZR
15827
MacKenzie Realty Capital
MKZR
$3.43M
– –
-2,220
Closed -$70.1K
ACLO
15828
TCW AAA CLO ETF
ACLO
$520M
– –
-12,264
Closed -$615K
DMN
15829
DELISTED
Damon Inc. Common Stock
DMN
– –
-12,498
Closed -$10.6K
IGCB
15830
TCW Corporate Bond ETF
IGCB
$40.8M
– –
-5,298
Closed -$238K
FFDI
15831
Fidelity Fundamental Developed International ETF
FFDI
$20.2M
– –
-192,154
Closed -$4.69M
USAF
15832
Atlas America Fund
USAF
$16.9M
– –
-14,000
Closed -$353K
PONY
15833
Pony AI Inc
PONY
$3.55B
– –
-480,000
Closed -$6.89M
MFSM
15834
MFS Active Intermediate Muni Bond ETF
MFSM
$102M
– –
-9,343
Closed -$230K
TNMG
15835
TNL Mediagene
TNMG
$1.25M
– –
-553
Closed -$87.7K
MSSM
15836
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$735M
– –
-29,573
Closed -$1.39M
ACLC
15837
American Century Large Cap Equity ETF
ACLC
$323M
– –
-11,367
Closed -$802K
ACGR
15838
American Century Large Cap Growth ETF
ACGR
$10.6M
– –
-5,103
Closed -$295K
CNCKW
15839
Coincheck Group Warrant expiring 12/10/2029
CNCKW
– –
-10,068
Closed -$18.8K
TTAN
15840
ServiceTitan Inc
TTAN
$8.44B
– –
-286,524
Closed -$27.8M
ABLD
15841
Abacus FCF Real Assets Leaders ETF
ABLD
$97.1M
– –
-7,528
Closed -$211K
AVR
15842
Anteris Technologies
AVR
$857M
– –
-207,920
Closed -$1.16M
PVLA
15843
Palvella Therapeutics
PVLA
$2.23B
– –
-10,408
Closed -$125K
PHLT
15844
PUT
DELISTED
Performant Healthcare Inc
PHLT
– –
-100
Closed -$302
NPKI
15845
PUT
NPK International
NPKI
$1.19B
– –
-800
Closed -$6.14K
JXG
15846
JX Luxventure
JXG
$85.6M
– –
-1,294
Closed -$83.9K
OUSTW
15847
DELISTED
Ouster Inc Warrants
OUSTW
– –
-12,248
Closed -$735
YAAS
15848
Youxin Technology Ltd
YAAS
$44.8M
– –
-48
Closed -$77.3K
EXOZ
15849
eXoZymes Inc
EXOZ
$53.5M
– –
-27,652
Closed -$456K
SGI
15850
Somnigroup International
SGI
$13.6B
– –
-1
Closed -$61
632 633
634
635 636

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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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.