COT Report Recap — Positions as of 2026-08-04
Published Aug 7, 2026. 107 markets covered.
Largest increases in speculative net position
| Market | Open interest | Large spec net | Δ w/w | COT index 3y |
|---|---|---|---|---|
| 2-Year T-Note | 4,400,315 | -1,004,228 | +120,346 | 87.8 |
| Japanese Yen | 419,393 | -45,473 | +117,939 | 38.2 |
| 30-Year T-Bond | 1,869,874 | -176,272 | +41,225 | 22.0 |
| 30-Day Fed Funds | 2,353,124 | -283,592 | +28,955 | 17.3 |
| SOFR-1M | 1,348,734 | -212,996 | +26,353 | 40.6 |
| Brazilian Real | 111,605 | 63,973 | +24,478 | 86.5 |
| Sugar No. 11 | 1,055,808 | -68,468 | +16,161 | 37.2 |
| Gold | 371,551 | 197,634 | +15,564 | 51.7 |
| Euro FX | 799,909 | -58,091 | +14,356 | 6.8 |
| Nj Srecs | 125,469 | -22,047 | +12,788 | 25.2 |
Largest decreases
| Market | Open interest | Large spec net | Δ w/w | COT index 3y |
|---|---|---|---|---|
| 5-Year T-Note | 6,380,428 | -1,325,719 | -179,319 | 80.9 |
| 10-Year T-Note | 5,265,447 | -979,243 | -103,124 | 19.7 |
| Soybeans | 990,408 | 175,542 | -36,215 | 82.6 |
| Soybean Oil | 623,230 | 80,392 | -20,520 | 63.1 |
| E-mini Nasdaq-100 | 303,624 | -14,639 | -19,553 | 1.8 |
| E-mini Russell 2000 | 417,259 | -34,727 | -18,458 | 49.8 |
| Nat Gas ICE LD1 | 7,798,054 | 36,230 | -17,255 | 9.3 |
| Ultra UST 10Y | 2,518,534 | -133,019 | -16,718 | 72.4 |
| Nat Gas ICE PEN | 676,348 | -105,108 | -15,181 | 57.8 |
| Soybean Meal | 609,258 | 109,167 | -14,538 | 79.5 |