CFTC COT report for 25 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
2025-11-25US 5YLeveraged Funds391,3863,567,653-3,176,267+77,798+113,21863th percentile
2025-11-25US 2YLeveraged Funds507,9902,515,535-2,007,545+70,220+79,80156th percentile
2025-11-25US BondLeveraged Funds103,719483,075-379,356+35,984-5,45583th percentile
2025-11-25Russell 2000Leveraged Funds49,256106,866-57,610+33,476+12,53352th percentile
2025-11-25VIXLeveraged Funds55,175110,285-55,110+32,187+12,82842th percentile
2025-11-25S&P 500Leveraged Funds205,516588,474-382,958-24,051+65,76329th percentile
2025-11-25GBPLeveraged Funds51,33852,667-1,329-10,054-41,7222th percentile
2025-11-25JPYLeveraged Funds48,541102,135-53,594+9,542-3,46912th 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
2025-11-25US 5YAsset Manager/Institutional4,278,578682,041+3,596,537-136,322-79,01565th percentile
2025-11-25US BondAsset Manager/Institutional1,085,466652,002+433,464-25,381-5,6654th percentile
2025-11-25Ultra BondAsset Manager/Institutional1,361,000469,634+891,366-23,382+8,06494th percentile
2025-11-25US 2YAsset Manager/Institutional2,628,887494,405+2,134,482+9,485-49,01163th percentile
2025-11-25AUDAsset Manager/Institutional36,900105,954-69,054-8,944-8,8006th percentile
2025-11-25US 10YAsset Manager/Institutional3,227,566975,313+2,252,253+7,317+86,04190th percentile
2025-11-25EURAsset Manager/Institutional500,319150,557+349,762-7,189-14,80965th percentile
2025-11-25S&P 500Asset Manager/Institutional1,131,923226,629+905,294-6,757-1,50360th 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
2025-11-25CornManaged Money244,630251,431179,062-6,801-55,589-0.45%+76,12454th percentile
2025-11-25WTI Crude OilManaged Money130,042167,052341,342-37,010-24,339-1.95%-28,4104th percentile
2025-11-25NY Harbor ULSDManaged Money52,17130,21747,486+21,954-16,7026.34%-4,47765th percentile
2025-11-25GoldManaged Money136,97927,67025,169+109,309+11,10425.24%+5,15021th percentile
2025-11-25Soybean MealManaged Money113,72355,44669,140+58,277+9,95110.19%+109,421100th percentile
2025-11-25RBOB GasolineManaged Money97,3747,72150,273+89,653-9,74223.18%+39,39898th percentile
2025-11-25Lean HogsManaged Money81,48039,60645,531+41,874-8,73813.58%-50,2406th percentile
2025-11-25Soybean OilManaged Money64,11884,234149,508-20,116-8,708-2.90%-19,99815th 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
2025-11-25CornProducer/Merchant/Processor/User360,420633,330-272,910+54,770-18.33%-78,60948th percentile
2025-11-25Soybean OilProducer/Merchant/Processor/User202,484298,222-95,738+23,320-13.82%+31,74798th percentile
2025-11-25NY Harbor ULSDProducer/Merchant/Processor/User69,962166,762-96,800+15,698-27.95%+8,08844th percentile
2025-11-25GoldProducer/Merchant/Processor/User9,95056,642-46,692+12,205-10.78%+11,50281th percentile
2025-11-25SoybeansProducer/Merchant/Processor/User245,966581,586-335,620+10,371-35.37%-82,5944th percentile
2025-11-25RBOB GasolineProducer/Merchant/Processor/User115,593204,622-89,029+9,793-23.02%-17,7216th percentile
2025-11-25Soybean MealProducer/Merchant/Processor/User159,528327,451-167,923+9,604-29.36%-63,8974th percentile
2025-11-25CopperProducer/Merchant/Processor/User23,44896,640-73,192+6,863-31.35%+8,29310th 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
2025-11-25Dow JonesOther Reportables0200-200-500-0.24%+24983th percentile
2025-11-25GBPLeveraged Funds51,33852,667-1,329-10,054-0.42%-41,7222th percentile
2025-11-25JPYNon-Reportable42,70741,740+967+1,5970.28%+46933th percentile
2025-11-25VIXNon-Reportable26,38525,814+571+5,6840.13%+1,75346th percentile
2025-11-25CornManaged Money244,630251,431179,062-6,801-55,589-0.45%+76,12454th percentile
2025-11-25Orange JuiceNon-Reportable2,6522,220+432+4653.84%+74667th percentile
2025-11-25Orange JuiceSwap Dealer30730967-2-89-0.01%-1612th percentile
2025-11-25Soybean OilNon-Reportable30,69731,261-564-8,424-0.08%-5,8404th percentile
2025-11-25RBOB GasolineOther Reportables21,25919,96527,960+1,294+5,1810.33%+2,85627th percentile