Mutual funds raise stakes in 11 stocks in Q3, now hold over 20%. Do you own any?

During the December ’25 quarter, mutual funds quietly reshaped their portfolios, increasing their exposure to nearly 60 companies with market capitalisations above Rs. 3,000 crore compared with the September quarter. A deeper look reveals an even more notable trend. Within this broader group, 11 companies stand out where mutual funds now hold more than a 20% stake as of the December quarter, an ownership level that typically reflects strong institutional confidence in a company’s long-term prospects.Yet the market has told a different story in the near term. Since the start of January ’26, over the past two months, most of these stocks have posted negative price returns. Still, when large investors build sizeable positions, it often signals confidence worth noting. (Data source: ACE Equity) Big Fund Bets