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Usana Health Sciences

165 hedge funds and large institutions have $371M invested in Usana Health Sciences in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

10.89% more ownership

Funds ownership: 59.13%70.02% (+11%)

10% more capital invested

Capital invested by funds: $336M → $371M (+$35.2M)

7% more call options, than puts

Call options by funds: $531K | Put options by funds: $498K

1% more funds holding

Funds holding: 164165 (+1)

20% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 65

Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
52
Reduced
65
Closed
21
Calls
$531K
Puts
$498K
Net Calls
+$33K
Net Calls Change
-$214K
Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
1
Summit Wealth Group (Colorado)
Colorado
$64.7M +$51.1M +1,662,026 New
BlackRock
2
BlackRock
New York
$49.5M +$89.2K +2,900 +0.2%
Pzena Investment Management
3
Pzena Investment Management
New York
$33.4M +$441K +14,328 +1%
Renaissance Technologies
4
Renaissance Technologies
New York
$31M -$902K -29,300 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$29.5M +$1.76M +57,249 +6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$25.2M +$533K +17,318 +2%
State Street
7
State Street
Massachusetts
$11.8M +$35.4K +1,149 +0.3%
Morgan Stanley
8
Morgan Stanley
New York
$9.01M -$77.5K -2,520 -0.8%
Charles Schwab
9
Charles Schwab
California
$7.94M +$1.84M +59,941 +26%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$7.3M -$2.63M -85,632 -24%
American Century Companies
11
American Century Companies
Missouri
$7.18M +$170K +5,531 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$7.17M -$1.55M -50,317 -16%
Two Sigma Investments
13
Two Sigma Investments
New York
$4.43M +$3.85M +125,158 +350%
Goldman Sachs
14
Goldman Sachs
New York
$4.26M -$379K -12,326 -7%
N
15
Nuveen
North Carolina
$4.02M +$1.37M +44,500 +44%
Walleye Capital
16
Walleye Capital
New York
$3.56M +$2.57M +83,508 +182%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.4M +$794K +25,788 +26%
Northern Trust
18
Northern Trust
Illinois
$3.3M -$150K -4,875 -4%
Bank of America
19
Bank of America
North Carolina
$3.12M +$1.24M +40,274 +55%
Invesco
20
Invesco
Georgia
$3.01M -$69.2K -2,248 -2%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$2.82M -$68.4K -2,223 -2%
Ameriprise
22
Ameriprise
Minnesota
$2.78M -$1.52M -49,361 -33%
BCM
23
Bridgeway Capital Management
Texas
$2.41M +$1.06M +34,588 +65%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.4M -$58.9K -1,915 -2%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$2.21M +$2.04M +66,200 +470%

USNA Hedge Fund Activity: Q3 2025 in Review

165 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Usana Health Sciences (USNA) for Q3 2025, worth a combined $371M — up 10% from $336M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new USNA positions and 21 closed out — a net gain of 3 holders — while 52 added to existing stakes and 65 trimmed.

The largest buyer was Summit Wealth Group (Colorado), opening a new position worth an estimated $51.1M. The largest seller was Citadel Advisors, cutting an estimated $3.52M.

  • 165 institutional investors held Usana Health Sciences (USNA) as of Q3 2025, up from 164 in Q2 2025.
  • Funds reported $371M of Usana Health Sciences stock for Q3 2025, up 10% quarter-over-quarter.
  • 24 funds opened new Usana Health Sciences positions in Q3 2025 and 21 closed out, a net change of +3 holders.
  • The largest Usana Health Sciences buyer in Q3 2025 was Summit Wealth Group (Colorado), an estimated $51.1M added.
  • The largest Usana Health Sciences seller in Q3 2025 was Citadel Advisors, an estimated $3.52M sold.

Based on aggregated 13F filings for Q3 2025.