Tandy Leather Factory
23 hedge funds and large institutions have $11M invested in Tandy Leather Factory in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.
3.16% less ownership
Funds ownership: 62.33% → 59.17% (-3.2%)
8% less funds holding
Funds holding: 25 → 23 (-2)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
20% less capital invested
Capital invested by funds: $13.8M → $11M (-$2.77M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Values First Advisors
Gray,
Tennessee
|
+$41K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.47K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$323 |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
First Foundation Advisors
Irvine,
California
|
-$606K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$105K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$39.8K |
| 4 |
Renaissance Technologies
New York
|
-$12.9K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$3 | +1 | +14% |
|
TLF Hedge Fund Activity: Q1 2026 in Review
23 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Tandy Leather Factory (TLF) for Q1 2026, worth a combined $11M — down 20% from $13.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of TLF and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 4 added.
The largest buyer was Values First Advisors, adding an estimated $41K. The largest seller was First Foundation Advisors, cutting an estimated $606K.
- 23 institutional investors held Tandy Leather Factory (TLF) as of Q1 2026, down from 25 in Q4 2025.
- Funds reported $11M of Tandy Leather Factory stock for Q1 2026, down 20% quarter-over-quarter.
- 2 funds opened new Tandy Leather Factory positions in Q1 2026 and 3 closed out, a net change of -1 holder.
- The largest Tandy Leather Factory buyer in Q1 2026 was Values First Advisors, an estimated $41K added.
- The largest Tandy Leather Factory seller in Q1 2026 was First Foundation Advisors, an estimated $606K sold.
Based on aggregated 13F filings for Q1 2026.