CFTC COT report for 23 December 2025

Week-ended positions · TFF Futures Only and Disaggregated Futures Only · 42 reviewed markets · processed 26 Jul 2026, 17:40

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
2025-12-23Ultra BondLeveraged Funds103,298716,451-613,153+36,145+66,84337th percentile
2025-12-23US 10YLeveraged Funds527,6172,825,944-2,298,327-32,306+60,98927th percentile
2025-12-23US BondLeveraged Funds121,272461,873-340,601+22,134+38,75598th percentile
2025-12-23Russell 2000Leveraged Funds73,36895,355-21,987+20,309+35,62387th percentile
2025-12-23CADLeveraged Funds13,82471,543-57,719+19,299+14,76042th percentile
2025-12-23S&P 500Leveraged Funds161,061532,121-371,060+18,107+11,89838th percentile
2025-12-23US 2YLeveraged Funds524,3782,731,307-2,206,929+17,146-199,38410th percentile
2025-12-23US 5YLeveraged Funds432,5863,824,067-3,391,481-13,998-215,21435th 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
2025-12-23US 5YAsset Manager/Institutional4,370,633656,217+3,714,416+76,014+117,87985th percentile
2025-12-23US 10YAsset Manager/Institutional3,046,897960,365+2,086,532+66,447-165,72154th percentile
2025-12-23S&P 500Asset Manager/Institutional1,150,865213,962+936,903-32,582+31,60985th percentile
2025-12-23US BondAsset Manager/Institutional1,088,073601,170+486,903-29,299+53,43923th percentile
2025-12-23CADAsset Manager/Institutional60,73667,099-6,363+20,489+87,656100th percentile
2025-12-23VIXAsset Manager/Institutional48,36777,079-28,712-19,388-50,6422th percentile
2025-12-23EURAsset Manager/Institutional536,849146,452+390,397+15,603+40,63598th percentile
2025-12-23JPYAsset Manager/Institutional102,00853,660+48,348-10,397-21,76117th 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
2025-12-23CornManaged Money221,190219,398228,564+1,792+55,1580.11%+8,59358th percentile
2025-12-23SoybeansManaged Money163,03250,77199,565+112,261-42,71313.27%-113,20985th percentile
2025-12-23Natural GasManaged Money171,235277,642531,296-106,407-40,079-6.83%-41,0612th percentile
2025-12-23Soybean OilManaged Money61,104123,156112,443-62,052-26,237-9.36%-41,9362th percentile
2025-12-23Chicago SRW WheatManaged Money96,300194,474123,492-98,174-26,095-20.17%-41,76819th percentile
2025-12-23Sugar No. 11Managed Money116,183264,925133,340-148,742+15,624-15.84%+48,15323th percentile
2025-12-23Soybean MealManaged Money65,63783,90565,153-18,268-14,252-3.51%-76,54587th percentile
2025-12-23Lean HogsManaged Money88,04315,86640,414+72,177+12,16424.98%+30,30333th 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
2025-12-23CornProducer/Merchant/Processor/User390,723670,637-279,914-46,102-18.45%-7,00444th percentile
2025-12-23SoybeansProducer/Merchant/Processor/User232,904492,594-259,690+32,537-30.71%+75,93015th percentile
2025-12-23Soybean OilProducer/Merchant/Processor/User215,797261,498-45,701+22,106-6.89%+50,037100th percentile
2025-12-23Chicago SRW WheatProducer/Merchant/Processor/User84,26075,238+9,022+18,1641.85%+17,42142th percentile
2025-12-23Natural GasProducer/Merchant/Processor/User228,686229,225-539+14,186-0.03%+20,93894th percentile
2025-12-23Soybean MealProducer/Merchant/Processor/User146,966261,795-114,829+10,867-22.07%+53,09421th percentile
2025-12-23GoldProducer/Merchant/Processor/User17,15868,442-51,284-7,035-10.42%-4,59260th percentile
2025-12-23Lean HogsProducer/Merchant/Processor/User26,416121,177-94,761-6,526-32.79%-19,13271th 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
2025-12-23Dow JonesDealer/Intermediary21,62425,328-3,704-6,396-6.02%-11,89637th percentile
2025-12-23CHFOther Reportables1,0001,054-54-986-0.06%-54648th percentile
2025-12-23CHFNon-Reportable15,49414,861+633+2,0960.71%+4,38792th percentile
2025-12-23GBPOther Reportables556427+129+5000.06%+2,03083th percentile
2025-12-23BitcoinNon-Reportable1,2031,177+26+1510.11%-31923th percentile
2025-12-23CornManaged Money221,190219,398228,564+1,792+55,1580.11%+8,59358th percentile
2025-12-23Cotton No. 2Non-Reportable12,81312,529+284+1,9270.09%+1,51471th percentile
2025-12-23Rough RiceSwap Dealer1891910-2-6-0.01%-1854th percentile
2025-12-23Sugar No. 11Other Reportables45,10145,90062,473-799-7,516-0.08%-3,09029th percentile
2025-12-23Chicago SRW WheatProducer/Merchant/Processor/User84,26075,238+9,022+18,1641.85%+17,42142th percentile
2025-12-23PalladiumManaged Money8,0398,622704-583-876-2.56%+49296th percentile