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Usana Health Sciences

121 hedge funds and large institutions have $206M invested in Usana Health Sciences in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 54 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.67% less ownership

Funds ownership: 70.02%57.35% (-13%)

24% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 54

27% less funds holding

Funds holding: 165121 (-44)

45% less capital invested

Capital invested by funds: $371M → $206M (-$166M)

68% less call options, than puts

Call options by funds: $92K | Put options by funds: $289K

78% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 55

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
121
Holders Change
-44
Holders Change %
-26.67%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
41
Reduced
54
Closed
55
Calls
$92K
Puts
$289K
Net Calls
-$197K
Net Calls Change
-$230K
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
101
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.16K
KFI
102
Key Financial Inc
Pennsylvania
$3.93K
ME
103
McIlrath & Eck
Washington
$3.89K
RTL
104
Red Tortoise LLC
Georgia
$3.73K +$3.94K +190 New
US Bancorp
105
US Bancorp
Minnesota
$3.16K -$14K -677 -81%
GI
106
GAMMA Investing
California
$3.04K -$12.9K -623 -80%
MCM
107
MAI Capital Management
Ohio
$2.44K +$498 +24 +24%
AF
108
Allworth Financial
California
$2.24K -$187 -9 -7%
Los Angeles Capital Management
109
Los Angeles Capital Management
California
$1.72K +$1.8K +87 New
EP
110
Essential Partners
California
$1.33K -$12K -578 -89%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$982
Optiver Holding
112
Optiver Holding
Netherlands
$707
FFO
113
Fortitude Family Office
Arizona
$510 -$3.17K -153 -85%
RIL
114
Rothschild Investment LLC
Illinois
$471 -$228 -11 -31%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$334 -$104 -5 -23%
FMII
116
Farmers & Merchants Investments Inc
Nebraska
$157
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$98 -$8.07K -389 -99%
TWD
118
True Wealth Design
Ohio
$40 -$353 -17 -89%
HNB
119
Huntington National Bank
Ohio
$20 -$3.94K -190 -99%
SWGC
120
Summit Wealth Group (Colorado)
Colorado
-$64.7M -1,662,026 Closed
Principal Financial Group
121
Principal Financial Group
Iowa
-$1.44M -52,121 Closed
Nordea Investment Management
122
Nordea Investment Management
Sweden
-$1.41M -50,859 Closed
Acadian Asset Management
123
Acadian Asset Management
Massachusetts
-$1.33M -48,291 Closed
Public Sector Pension Investment Board (PSP Investments)
124
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$1.16M -42,011 Closed
BGIM
125
Brandywine Global Investment Management
Pennsylvania
-$1.04M -37,910 Closed

USNA Hedge Fund Activity: Q4 2025 in Review

121 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q4 2025, worth a combined $206M — down 45% from $371M a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of USNA and 12 opened new positions — a net loss of 43 holders — while 54 trimmed existing stakes and 41 added.

The largest buyer was Nantahala Capital Management, opening a new position worth an estimated $12.1M. The largest seller was Summit Wealth Group (Colorado), exiting entirely with an estimated $64.7M sold.

  • 121 institutional investors held Usana Health Sciences (USNA) as of Q4 2025, down from 165 in Q3 2025.
  • Funds reported $206M of Usana Health Sciences stock for Q4 2025, down 45% quarter-over-quarter.
  • 12 funds opened new Usana Health Sciences positions in Q4 2025 and 55 closed out, a net change of -43 holders.
  • The largest Usana Health Sciences buyer in Q4 2025 was Nantahala Capital Management, an estimated $12.1M added.
  • The largest Usana Health Sciences seller in Q4 2025 was Summit Wealth Group (Colorado), an estimated $64.7M sold.

Based on aggregated 13F filings for Q4 2025.