At UW we are seeing a big uptick in faculty apps to private funder opportunities. So far we have not seen many (any?) cancellations of programs from funders, though. Most fellowship programs don’t accept applications on a rolling basis; it’s quite common to see a “not accepting apps” message.
I’m not saying that funders are definitely not cancelling programs; I think diversity-focused ones are especially at risk now. But so far early-career ones seem pretty stable. There just aren’t enough to make up the loss of fed funding, and also most don’t pay IDCs which is a problem.
(I work on the UWA team that supports faculty applying for some of these programs.)