Gf Fund Management 13F: Adds $77M to Intel (INTC) Stake

Gf Fund Management boosted its stake in Intel Corporation (INTC) by 641,998 shares, valued at about $206.2 million, in a filing on October 26, 2026. This increase brought the fund's total holdings to 1,715,319 shares. The source of this information is the fund's latest Form 13F filing with the SEC.

INTC Intel Corporation

$90.47 ▲ +129.74% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Intel Fits in Gf Fund Management's Portfolio

Intel now represents 4.85% of Gf Fund Management's total reported 13F value of approximately $4.25 billion. The fund ranks 7th among its 616 reported positions, reflecting a significant boost in its commitment to this technology giant.

Other Institutional Activity in Intel

UniSuper Management added 193,661 shares of Intel, bringing its total to 1,142,011 shares worth about $137.3 million. Meanwhile, Primecap Management Company trimmed its stake by 507,582 shares, resulting in a total of 75,250,958 shares valued at approximately $6.8 billion.

Intel Corporation Stock Up 4.1%

Intel shares recently traded around $90.51, which is about equal to the closing price of $90.47 on October 26, 2026. The stock is currently below its 50-day moving average, which stands at $102.11, but above its 200-day moving average of $85.81.

Recent Earnings

Intel reported trailing twelve-month revenue of approximately $57.03 billion, with a revenue growth of 25.4% year-over-year. The next earnings report is scheduled for October 29, 2026.

Insider Buying and Selling at Intel Corporation

Recently, CEO Lip-Bu Tan bought 105,263 shares at an average price of $95.00 on August 11, 2026. Other insiders have sold shares earlier in the year, including Officer Boise April Miller, who sold 40,256 shares at $99.53 on May 1, 2026.

Analysts Set New Price Targets

On October 26, 2026, RBC Capital reiterated its "Sector Perform" rating with a price target of $100. Meanwhile, New Street Research upgraded Intel to a "Buy" rating with a target of $125. The consensus recommendation for Intel remains a "Buy" with a mean price target of approximately $117.14.

About Intel Corporation

Intel Corporation designs and manufactures computing products and services globally. It operates through three segments: Client Computing Group, Data Center and Artificial Intelligence, and Intel Foundry. The recent boost from Gf Fund Management reflects growing confidence in the semiconductor sector, particularly as Intel prepares for its next earnings report.

Bottom Line

Investors will be watching Intel's upcoming earnings report on October 29, 2026, to gauge its performance and market position. Gf Fund Management's recent increase in shares indicates a strong belief in Intel's potential, especially in a competitive technology landscape.