CFTC COT report for 22 July 2025

Week-ended positions · TFF Futures Only and Disaggregated Futures Only · 42 reviewed markets · processed 26 Jul 2026, 17:39

Financial TFF: available · Commodity Disaggregated: available

Official CFTC source

Largest Leveraged Fund changes

TFF financial futures ranked by absolute weekly contract change.

CFTC positioning observations
Report dateMarketParticipantLongShortNetWeekly change4-report change52-report context
2025-07-22US 5YLeveraged Funds451,1943,847,034-3,395,840+82,914+152,15227th percentile
2025-07-22US 2YLeveraged Funds484,2792,463,947-1,979,668+45,002-12,62463th percentile
2025-07-22US 10YLeveraged Funds296,6572,226,817-1,930,160+43,427-15,75940th percentile
2025-07-22US BondLeveraged Funds87,110493,931-406,821+36,086+38,113100th percentile
2025-07-22VIXLeveraged Funds47,609129,735-82,126-19,484-40,9042th percentile
2025-07-22EURLeveraged Funds102,31073,901+28,409-10,115+7,31692th percentile
2025-07-22Ultra BondLeveraged Funds98,696611,798-513,102+9,406-27,90785th percentile
2025-07-22AUDLeveraged Funds25,71337,898-12,185+5,423+10,11869th percentile

Largest Asset Manager/Institutional changes

Ranked separately because official participant categories should not be combined.

CFTC positioning observations
Report dateMarketParticipantLongShortNetWeekly change4-report change52-report context
2025-07-22US 5YAsset Manager/Institutional4,469,756898,070+3,571,686-143,926+271,03590th percentile
2025-07-22US 10YAsset Manager/Institutional2,873,008817,720+2,055,288-78,866-19,87473th percentile
2025-07-22US 2YAsset Manager/Institutional2,663,803483,299+2,180,504-53,193+155,92685th percentile
2025-07-22US BondAsset Manager/Institutional1,100,148595,146+505,002-41,391-55,95119th percentile
2025-07-22GBPAsset Manager/Institutional48,719106,972-58,253-31,092-44,95115th percentile
2025-07-22Ultra BondAsset Manager/Institutional1,233,355607,861+625,494-21,152-30,1064th percentile
2025-07-22AUDAsset Manager/Institutional37,99591,878-53,883-15,400-16,93310th percentile
2025-07-22S&P 500Asset Manager/Institutional1,093,090240,822+852,268-14,051+11,02225th percentile

Largest Managed Money commodity changes

Disaggregated commodity futures ranked independently from TFF categories.

CFTC positioning observations
Report dateMarketParticipantLongShortSpreadNetWeekly changeNet / OI4-report change52-report context
2025-07-22SoybeansManaged Money118,238109,129119,916+9,109+26,3011.01%-26,28763th percentile
2025-07-22GoldManaged Money194,75334,81925,271+159,934+23,20732.67%+34,80638th percentile
2025-07-22RBOB GasolineManaged Money53,56035,96752,571+17,593-13,1634.78%-5,26723th percentile
2025-07-22Soybean OilManaged Money98,01143,827103,435+54,184+12,5638.54%+10,40983th percentile
2025-07-22Natural GasManaged Money201,134231,219507,004-30,085-10,698-1.97%+30,88358th percentile
2025-07-22Chicago SRW WheatManaged Money93,045147,03493,620-53,989+9,045-12.39%+9,87975th percentile
2025-07-22CornManaged Money196,655347,418220,815-150,763+8,281-10.09%+24,63323th percentile
2025-07-22Lean HogsManaged Money119,30112,12247,866+107,179-6,82932.11%-23,66971th percentile

Largest Producer/Merchant/Processor/User changes

Physical commodity business participants remain in their official category.

CFTC positioning observations
Report dateMarketParticipantLongShortSpreadNetWeekly changeNet / OI4-report change52-report context
2025-07-22SoybeansProducer/Merchant/Processor/User315,560451,482-135,922-19,727-15.13%+20,15329th percentile
2025-07-22WTI Crude OilProducer/Merchant/Processor/User705,320419,230+286,090-17,32914.20%+27,97294th percentile
2025-07-22CornProducer/Merchant/Processor/User385,902434,918-49,016+14,172-3.28%+49,30090th percentile
2025-07-22Soybean OilProducer/Merchant/Processor/User156,444346,379-189,935-11,112-29.95%-19,21510th percentile
2025-07-22RBOB GasolineProducer/Merchant/Processor/User131,120195,014-63,894+8,139-17.37%-3,15946th percentile
2025-07-22Chicago SRW WheatProducer/Merchant/Processor/User68,92674,398-5,472-8,116-1.25%-20,52142th percentile
2025-07-22Sugar No. 11Producer/Merchant/Processor/User297,846274,550+23,296+7,5402.68%+20,17196th percentile
2025-07-22Kansas City HRW WheatProducer/Merchant/Processor/User53,23587,823-34,588-6,786-12.30%+51065th percentile

Net-position flips

Crossings from net-long to net-short or the reverse relative to the preceding available report.

CFTC positioning observations
Report dateMarketParticipantLongShortSpreadNetWeekly changeNet / OI4-report change52-report context
2025-07-22CADNon-Reportable23,64724,814-1,167-2,495-0.58%-3,90473th percentile
2025-07-22GBPDealer/Intermediary31,02528,718+2,307+29,5651.18%+35,54573th percentile
2025-07-22NZDDealer/Intermediary10,4027,823+2,579+5,4025.84%+5,07925th percentile
2025-07-22NZDOther Reportables565721-156-1,163-0.35%-1,33550th percentile
2025-07-22NZDNon-Reportable4,2764,405-129-497-0.29%-1,23662th percentile
2025-07-22CocoaSwap Dealer10,8424,7123,460+6,130+6,9696.57%+6,896100th percentile
2025-07-22Orange JuiceNon-Reportable1,6311,566+65+3710.78%+33125th percentile
2025-07-22Rough RiceSwap Dealer1541590-5-10-0.04%+9187th percentile
2025-07-22SoybeansManaged Money118,238109,129119,916+9,109+26,3011.01%-26,28763th percentile
2025-07-22Chicago SRW WheatOther Reportables35,09535,01528,358+80+2,5670.01%+7,40433th percentile
2025-07-22Chicago SRW WheatProducer/Merchant/Processor/User68,92674,398-5,472-8,116-1.25%-20,52142th percentile
2025-07-22PalladiumOther Reportables2,7352,418268+317+8961.52%+22221th percentile
2025-07-22PlatinumSwap Dealer14,27816,153816-1,875-4,992-2.06%+6,76025th percentile