Ray Dalio's WFC Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 2.54 M shares of Wells Fargo & Company (WFC) worth $212.5 M, representing 0.83% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in WFC, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2025, adding 1.48 M shares. Largest reduction occurred in Q4 2023, reducing 1.19 M shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Wells Fargo & Company (WFC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Wells Fargo & Company (WFC) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +85,882 | Add 0.00% | 85,881 | $41.27 |
| Q3 2013 | +20,100 | Add 23.40% | 105,981 | $41.32 |
| Q4 2013 | -105,981 | Sold Out | 105,981 | $0.00 |
| Q4 2014 | +46,881 | New Buy | 46,881 | $54.82 |
| Q1 2015 | -46,881 | Sold Out | 46,881 | $0.00 |
| Q3 2015 | +9,581 | New Buy | 9,581 | $51.35 |
| Q4 2015 | -9,581 | Sold Out | 9,581 | $0.00 |
| Q4 2016 | +187,900 | New Buy | 187,900 | $55.11 |
| Q1 2017 | -187,900 | Sold Out | 187,900 | $0.00 |
| Q1 2018 | +81,066 | New Buy | 81,066 | $52.41 |
| Q2 2018 | -75,376 | Reduce 92.98% | 5,690 | $55.36 |
| Q3 2018 | +5,095 | Add 89.54% | 10,785 | $52.57 |
| Q4 2018 | +43,289 | Add 401.38% | 54,074 | $46.08 |
| Q1 2019 | -35,648 | Reduce 65.92% | 18,426 | $48.30 |
| Q2 2019 | -18,426 | Sold Out | 18,426 | $0.00 |
| Q4 2019 | +883,420 | New Buy | 883,420 | $53.80 |
| Q1 2020 | -883,420 | Sold Out | 883,420 | $0.00 |
| Q4 2020 | +714,665 | New Buy | 714,665 | $30.18 |
| Q1 2021 | +683,420 | Add 95.63% | 1.4 M | $39.07 |
| Q2 2021 | +21,925 | Add 1.57% | 1.42 M | $45.29 |
| Q3 2021 | +257,248 | Add 18.12% | 1.68 M | $46.41 |
| Q4 2021 | -964,254 | Reduce 57.49% | 713,004 | $47.98 |
| Q1 2022 | +85,994 | Add 12.06% | 798,998 | $48.46 |
| Q2 2022 | +216,926 | Add 27.15% | 1.02 M | $39.17 |
| Q3 2022 | -48,652 | Reduce 4.79% | 967,272 | $40.22 |
| Q4 2022 | +751,817 | Add 77.73% | 1.72 M | $41.29 |
| Q1 2023 | -1.72 M | Sold Out | 1.72 M | $0.00 |
| Q4 2023 | +531,798 | New Buy | 531,798 | $49.22 |
| Q1 2024 | +357,249 | Add 67.18% | 889,047 | $57.96 |
| Q2 2024 | -85,158 | Reduce 9.58% | 803,889 | $59.39 |
| Q3 2024 | +605,146 | Add 75.28% | 1.41 M | $56.49 |
| Q4 2024 | +525,165 | Add 37.27% | 1.93 M | $70.24 |
| Q1 2025 | +1.48 M | Add 76.63% | 3.42 M | $71.79 |
| Q2 2025 | +132,409 | Add 3.88% | 3.55 M | $80.12 |
| Q3 2025 | -1.01 M | Reduce 28.56% | 2.54 M | $83.82 |
Ray Dalio's Wells Fargo & Company Investment FAQs
Ray Dalio first purchased Wells Fargo & Company (WFC) in Q2 2013, acquiring 85,881 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Wells Fargo & Company (WFC) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Wells Fargo & Company (WFC) was in Q1 2025, adding 3,416,439 shares worth $245.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 2,535,209 shares of Wells Fargo & Company (WFC), valued at approximately $212.5 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Wells Fargo & Company (WFC) represents approximately 0.83% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Wells Fargo & Company (WFC) was 3,548,848 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.