CFTC COT report for 18 November 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
2025-11-18US 5YLeveraged Funds384,5403,638,605-3,254,065+133,347-89,28558th percentile
2025-11-18US 10YLeveraged Funds593,1642,954,775-2,361,611-74,911+22,84113th percentile
2025-11-18S&P 500Leveraged Funds200,379559,286-358,907+64,096+82,09437th percentile
2025-11-18US BondLeveraged Funds102,419517,759-415,340-42,546-21,24569th percentile
2025-11-18VIXLeveraged Funds46,093133,390-87,297-19,225-12,67913th percentile
2025-11-18EURLeveraged Funds87,56175,140+12,421+18,082-10,04346th percentile
2025-11-18Ultra BondLeveraged Funds79,778756,765-676,987+10,235-9,8518th percentile
2025-11-18Russell 2000Leveraged Funds44,078135,164-91,086-9,828-27,2418th 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
2025-11-18US 5YAsset Manager/Institutional4,405,687672,828+3,732,859-103,424+136,83392th percentile
2025-11-18US 10YAsset Manager/Institutional3,186,998942,062+2,244,936+101,575+81,04588th percentile
2025-11-18US 2YAsset Manager/Institutional2,683,604558,607+2,124,997-65,885-118,70562th percentile
2025-11-18US BondAsset Manager/Institutional1,121,629662,784+458,845+27,184+4,26212th percentile
2025-11-18VIXAsset Manager/Institutional78,61358,658+19,955+10,827+2,45471th percentile
2025-11-18S&P 500Asset Manager/Institutional1,130,593218,542+912,051+8,725+9,31663th percentile
2025-11-18JPYAsset Manager/Institutional127,12757,383+69,744-7,396-11,86540th percentile
2025-11-18CADAsset Manager/Institutional35,283129,396-94,113+6,806+3,63150th 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
2025-11-18CornManaged Money251,002202,214197,011+48,788+86,1383.01%+208,06056th percentile
2025-11-18SoybeansManaged Money273,08939,612105,736+233,477+30,00124.17%+195,984100th percentile
2025-11-18Soybean MealManaged Money116,05567,72976,161+48,326+28,7628.03%+144,071100th percentile
2025-11-18RBOB GasolineManaged Money109,1789,78352,044+99,395+22,39524.42%+63,292100th percentile
2025-11-18Sugar No. 11Managed Money102,155293,852137,897-191,697+15,101-20.36%-37,3966th percentile
2025-11-18Soybean OilManaged Money69,26780,675143,488-11,408+14,472-1.54%-12,85417th percentile
2025-11-18Kansas City HRW WheatManaged Money52,95374,11550,596-21,162+12,735-7.35%+46,01998th percentile
2025-11-18Lean HogsManaged Money85,05334,44145,314+50,612-11,69316.15%-65,02710th 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
2025-11-18CornProducer/Merchant/Processor/User384,556712,236-327,680-74,574-20.27%-206,04848th percentile
2025-11-18Soybean MealProducer/Merchant/Processor/User170,152347,679-177,527-22,341-29.50%-106,0322th percentile
2025-11-18SoybeansProducer/Merchant/Processor/User242,309588,300-345,991-21,170-35.82%-173,0972th percentile
2025-11-18Sugar No. 11Producer/Merchant/Processor/User295,216231,365+63,851-17,0046.78%+17,28294th percentile
2025-11-18Soybean OilProducer/Merchant/Processor/User228,164347,222-119,058-16,993-16.14%+15,89887th percentile
2025-11-18Lean HogsProducer/Merchant/Processor/User35,118114,584-79,466+16,958-25.36%+47,34496th percentile
2025-11-18CocoaProducer/Merchant/Processor/User38,69243,125-4,433+15,370-3.82%+12,314100th percentile
2025-11-18Kansas City HRW WheatProducer/Merchant/Processor/User47,104101,448-54,344-8,909-18.87%-33,91010th 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
2025-11-18Dow JonesOther Reportables3000+300+7000.36%+1,12492th percentile
2025-11-18EURLeveraged Funds87,56175,140+12,421+18,0821.50%-10,04346th percentile
2025-11-18GBPOther Reportables1,2052,096-891-2,107-0.31%-75262th percentile
2025-11-18NZDOther Reportables1,6151,767-152-332-0.14%-28521th percentile
2025-11-18BitcoinNon-Reportable1,3711,220+151+1800.55%-31827th percentile
2025-11-18CocoaManaged Money17,90226,46915,277-8,567-10,094-7.39%-7,6492th percentile
2025-11-18CornManaged Money251,002202,214197,011+48,788+86,1383.01%+208,06056th percentile
2025-11-18Cotton No. 2Non-Reportable12,27112,811-540-1,602-0.19%+1,35346th percentile
2025-11-18RBOB GasolineOther Reportables23,03126,91827,278-3,887-6,076-0.95%-3,35112th percentile
2025-11-18PalladiumOther Reportables2,5191,807796+712+7903.34%+38231th percentile