CFTC Commitments of Traders report lands for the week ended August 25, 2026

The Commodity Futures Trading Commission published its latest Commitments of Traders data on August 28, covering open interest and trader positioning through August 25. The report spans contracts on the CME, ICE, and NYMEX, touching everything from grain and energy futures to currencies and, notably, Bitcoin. What the COT report actually tells us The report divides traders into buckets. Commercial traders are typically the producers and consumers who use futures to hedge real-world business risk. Non-commercial traders are the speculators: hedge funds, commodity trading advisors, and other managed-money players whose primary goal is profit, not risk management. This week’s data arrives on the heels of the prior release on August 21, which covered positions from August 18. Trends from that earlier snapshot showed notable hedge-fund buying activity across grain markets and Bitcoin futures. Bitcoin futures and the institutional footprint The Bitcoin section of the COT report breaks down positioning among institutional traders, leveraged funds, and smaller speculators. Prior weeks had shown hedge funds increasing their net long exposure to Bitcoin futures. Commodities and currencies in...