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Japanese Yen COT Report — Futures Positioning

Japanese Yen futures · CME · CFTC contract code 097741

Latest positioning

-163,412 contracts net short — large speculators

Week ending 28 July 2026 · cut 11,287 on the week · open interest 432,366 (+8,570)

Long 101,271 Short 264,683
27.7% long / 72.3% short

Reading this pair: The CFTC reports positioning in Japanese Yen futures, not USD/JPY. Speculators net long yen corresponds to net short USD/JPY.

Net speculative position — last 52 weeks

Aug 2025 Dashed line = flat (neither net long nor net short) Jul 2026

The current reading sits in the 4th percentile of its 3-year range — over the past 3 years, the net position has been lower than it is now 4% of the time. A high reading means the position is crowded by its own historical standards; it is context, not a forecast.

All three cohorts

Net positions by trader category, week ending 28 July 2026
CategoryNet positionWeek change
Large speculatorsFunds and managed money-163,412-11,287
CommercialsProducers, users and banks hedging physical exposure+158,025+3,127
Small tradersBelow the CFTC reporting threshold+5,387

The three cohorts net to zero between them — every long has a short on the other side. Commercials being heavily short is normal for a produced commodity and is not a bearish view; it is a hedge against inventory they already own.

Weekly history

Net speculative position and open interest by week, most recent first
Week endingSpecs netOpen interest
28 Jul 2026-163,412432,366
21 Jul 2026-152,125423,796
14 Jul 2026-122,663396,514
7 Jul 2026-123,778398,103
30 Jun 2026-155,092438,825
23 Jun 2026-146,104431,030
16 Jun 2026-150,132520,825
9 Jun 2026-145,818505,075
2 Jun 2026-129,567505,555
26 May 2026-114,667427,294
19 May 2026-93,905396,573
12 May 2026-75,102362,042
5 May 2026-61,738354,005
28 Apr 2026-102,059372,780
21 Apr 2026-94,460351,782
14 Apr 2026-83,208354,344
7 Apr 2026-93,742349,373
31 Mar 2026-72,872345,276
24 Mar 2026-62,806328,210
17 Mar 2026-67,780326,688
10 Mar 2026-41,387427,718
3 Mar 2026-16,575416,977
24 Feb 2026+11,539369,721
17 Feb 2026+12,955354,328
10 Feb 2026-19,106334,948
3 Feb 2026-19,222303,673
27 Jan 2026-33,933300,726
20 Jan 2026-44,829292,607
13 Jan 2026-45,164294,242
6 Jan 2026+8,815287,715
30 Dec 2025+14,068286,132
23 Dec 2025+1,223285,084
16 Dec 2025-2,942379,679
9 Dec 2025+17,448465,416
2 Dec 2025+36,418394,859
25 Nov 2025+26,517344,420
18 Nov 2025+31,157329,456
10 Nov 2025+48,476312,845
4 Nov 2025+51,265314,190
28 Oct 2025+68,115321,889
21 Oct 2025+70,414307,569
14 Oct 2025+37,166305,003
7 Oct 2025+46,307305,134
30 Sep 2025+61,465305,711
23 Sep 2025+79,500309,893
16 Sep 2025+61,411299,620
9 Sep 2025+91,643410,799
2 Sep 2025+73,258414,249
26 Aug 2025+84,484357,366
19 Aug 2025+77,581348,982
12 Aug 2025+74,234351,163
5 Aug 2025+82,006337,378

Source: CFTC Commitments of Traders (Legacy, futures only) — a US government work, public domain. Positions are measured Tuesday and published the following Friday at about 15:30 ET, so this report is always at least three days behind the market. Positioning describes how traders are placed; it is not a forecast.

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