While most investors were cautious during the early months of 2025, Domestic Institutional Investors (DIIs) went on a buying spree. In Q4FY25 alone, they poured over ₹1.16 lakh crore into equities-even as their monthly investments gradually declined.

What's surprising is where they invested. Amid the overall pullback, DIIs aggressively picked up stakes in three interesting stocks-each with its own unique story.

TeamLease Services, a leader in staffing and HR services, saw its DII holding jump by 10.54%, reaching 47.65%. Despite a slowdown in sales, the company's profits and EPS saw an uptick in Q3FY25. Major mutual funds like ICICI Prudential Technology Fund and Franklin India took big bets, likely banking on improving margins and long-term demand for staffing services.

Centum Electronics, which works in sectors like aerospace and defense, was another surprising pick. Even though the company reported losses, DIIs increased their stake to 15.36%. Why? Likely due to its growing order book, better cash flow management, and improving revenue figures.

TBO Tek, a B2B travel-tech firm, also drew attention. DIIs raised their stake to 17.88%, possibly enticed by strong ROCE and ROE numbers, and consistent sales growth-even as profits dipped slightly.

In a falling market, these focused bets by institutional investors suggest a search for resilience, not just returns.