Stock Analysis

TANDY LEATHER FACTORY INC (TLF)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
45%

Smart Money Signals — TLF

Based on 21 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️ No change last quarter
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️ At the ownership peak (95% of max)
21 hedge funds hold this stock right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a 'crowded trade' — high ownership doesn't mean safe.
🚀 Fast accumulation — +40% more funds vs a year ago
+6 new funds entered over the past year (+40% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠 More sellers than buyers — 45% buying
Last quarter: 6 funds reduced or exited vs 5 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️ Steady new buyers — ~1 new funds per quarter
Funds opening this position for the first time: 5 → 5 → 1 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒 81% of holders stayed for 2+ years
17 out of 21 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.

Hedge Fund Ownership: TLF

How many hedge funds hold TLF — quarterly history vs. share price
Quarterly hedge fund ownership of TLF vs. share price

Market Analysis: TLF

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TLF

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Hedge Fund Positioning: TLF
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: TLF

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed